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