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