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List of related questions and answers «Manage contacts and database of clients and leads»

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1 answer
20.10.2020, 10:09
Setting permissions
Good afternoon! How do access rights work if an employee is assigned two roles with different rights. What rights will be assigned? Will the rights...
we cannot add/change the address (field Address (user.user_address)) in the contact card
gives an error message. When we try to add the Address to the empty field, then when typing letters after the first character set, it stops typing ...
Viber bulk mailing
How to choose the viber bot you need to send? For telegram I see such a setting, for viber there is no https://drevojelaniy.crm-onebox.com/admin/sh...
1 answer
OneBox CORP
OneBox Corp - Інтегратор
Personal license
17.10.2020, 14:46
Evaluate revision - Condition for displaying fields in UB as contact points
In the universal contact card block, you need to finalize the setting as in the process products block https://i.imgur.com/YmIUovB.png That is, you...
Bulk Fb Messenger
Please tell me how to start mass mailing in Fb Messenger? I noticed that in the marketing tab there is no menu for this newsletter (extension for r...
1 answer
OneBox CORP
OneBox Corp - Інтегратор
Personal license
16.10.2020, 12:34
Evaluate the refinement for displaying a multilist in a contact card
It is necessary to make the multilist displayed as a table. Sort alphabetically, by the 1st column, set a fixed height (the maximum height of the b...
5 replies
16.10.2020, 09:32
export contact group Groups (user.user_group)
Hello. When exporting contacts, the contact group is not exported ... We are looking for a solution ... Tell me, please, in the export of contacts,...
how to disable the creation of a new contact during a new operation with Prviat24?
I noticed that a new contact is automatically created when withdrawing funds from the card https://drevojelaniy.crm-onebox.com/admin/shop/users/727...
Bulk Actions - Delete/Move Selected Contacts
Please tell me, is it possible to select contacts (when "contacts are listed") to delete or move several at once through a mass action to...
1 answer
EDRPOU code
Need an opportunity in the Client in progress field - https://prnt.sc/uzrqx4 to search for a contact by the Code field (TIN/EDRPOU) of the contact ...