List of related questions and answers «Manage contacts and database of clients and leads»
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...
Contact automation not working
When added to an automation for contacts, the action when saving "Fill the field of the contact card based on another field" Transferring...
How to link a contact card to a FB account
I made contact in vanbox. Then I found this person in FB/messenger. How can I connect them with each other so that I can write messages to the mess...
Mass actions on add. contact fields
Good afternoon! I ask, if possible, to expand the functionality of the bulk action panel over contacts. Namely, to add the ability to change data i...
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