List of related questions and answers «Manage contacts and database of clients and leads»
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...
How to write row:contact_* variable?
Hello, please tell me where to look for "variable key according to document variables for contacts" for row:contact_* variable in documen...
mass reassignment of numbers
When changing the manager, more than 1200 contacts must be assigned to the new manager. So far, only one contact can be translated. How to transfer...
Search problem Company name in contact card
Problem: In the Company field, in the contact card, the search does not work. What they were doing: 1. Renamed the type Company to Legal entity. 2....
Access to process status
It is necessary to completely close the manager's access to the status of the process. How to do it? If you just uncheck the status box, then t...
Import company contacts
Good afternoon! I tried to master the import of contacts from a file, but everything is "sharpened" for importing contacts of individuals...
How to split
How to properly separate contractors and contacts? One counterparty (be it an individual or a legal entity) can have many contact persons (a person...
Uploading contacts
Yesterday, around 15:30, I uploaded contacts with certain parameters in XSL. Box I said wait, I'll send everything to the post office. I waited...
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