List of related questions and answers «Manage contacts and database of clients and leads»
Reset schedule settings
Every Monday, an employee complains that he cannot log in, that access is denied after hours. I go into the settings in the work schedule and see t...
Error 500 when opening contact card
There is a contact card http://crm.mebelok.com/admin/shop/users/194455/ When I open it, it gives me a 500 error.
Connect clients
Situation: the counterparty is doubled - two cards are erroneously entered for the same counterparty. Both went through the process. How to merge t...
correct the work of the checkbox "If the client is a holding company - take into account the finances of the holding's subsidiaries" of the "Finance" block of the contact card interface
project https://reestr.crm-onebox.com/ the option "If the client is a holding company - take into account the finances of the holding's su...
Copy from process contact tab to process client
The system has a Process Contacts tab https://prnt.sc/utbao4 Is it possible to make an action or setting into action https://prnt.sc/utbbzr so that...
Contact groups
Good afternoon! How to configure so that in the contact card you can specify only one group for the contact (now you can select several)?
Displaying the website field in the contacts list
The contact card has a system field website https://prnt.sc/up9an0 You can add the output of this field to the contacts list https://prnt.sc/up9b8o...
List of positions
Where can I view/edit the list of positions for a contact card? Is it possible to make a drop-down list there to select from existing positions? ht...
Create barcode image
Good afternoon! Please describe the functionality of the contact automation action Create a barcode image... https://prnt.sc/un5hkv/.
Required fields
The situation is the following. Interface for quickly adding a contact of an individual - https://prnt.sc/un9o6k Of these, mandatory: type, full na...
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