List of related questions and answers «Manage contacts and database of clients and leads»
Search by partial name match or phone number?
You can search for contacts by coincidence if you start writing a name or phone number from the very beginning. If you do not know the full name or...
No access to create a product
Hello. I wanted to create a new product, I clicked on the corresponding button https://prnt.sc/udv8fg but it gives an error - Andrey, You do not ha...
The fields in the card are no longer displayed
Enterprise TOV Alkantar Fields are not displayed after switching to the contact card (Supplier employee or Customer). In the card of the enterprise...
3 answer
08.09.2020, 09:22
This is the first time I encounter http://prntscr.com/udf7me fields highlighted in red and it seems that because of this no longer displayed in con...
Several companies on one client.
The customer database contains a person who is a representative of two companies. If it is used in a business process, then both companies are auto...
How to remove a contact from a holding structure
I can't find a button/switch in the interface that would remove a contact from the holding structure. It's clear how to add it (interface b...
Can't find the setting described in Changelog 35
In the changelog, they talked about setting "Contact name when automatically creating a contact when creating a process from an unknown call w...
Contacts from AMO along with communication history
The client is thinking of switching from AMO to OneBox. AMO now has customer data. How could they be transferred to OneBox with the history of comm...
Contact group employees
One of the employees ("manager") has disappeared from the "employees" contact group. In the search for contacts, van box finds ...
There is no created contact in the database of contacts, with which you can log in
I made a contact. There is no yoga in the list of contacts. With a joke in contacts - do not know. The group "Spivrobitniki" has no yoga....
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