List of related questions and answers «Manage contacts and database of clients and leads»
How to remove a contact from a holding structure
I can't find a button/switch in the interface that would remove a contact from the holding structure. It's clear how to add it (interface b...
Can't find the setting described in Changelog 35
In the changelog, they talked about setting "Contact name when automatically creating a contact when creating a process from an unknown call w...
Contacts from AMO along with communication history
The client is thinking of switching from AMO to OneBox. AMO now has customer data. How could they be transferred to OneBox with the history of comm...
Contact group employees
One of the employees ("manager") has disappeared from the "employees" contact group. In the search for contacts, van box finds ...
There is no created contact in the database of contacts, with which you can log in
I made a contact. There is no yoga in the list of contacts. With a joke in contacts - do not know. The group "Spivrobitniki" has no yoga....
Access rights by employees
One SRM, 2 directions of the Russian Federation and Ukraine work in it, tobish these are different departments and employees. These are 2 different...
Active time in the system
Good afternoon. Please make a record of the employee's active time in the system, now it will be very useful when working remotely. To understa...
Finding and merging duplicate contact cards
Now, due to the peculiarities of CRM, sometimes a lot of duplicates of one contact are created. Most often when using the API. It is necessary to m...
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