List of related questions and answers «Manage contacts and database of clients and leads»
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....
Access rights by employees
One SRM, 2 directions of the Russian Federation and Ukraine work in it, tobish these are different departments and employees. These are 2 different...
Active time in the system
Good afternoon. Please make a record of the employee's active time in the system, now it will be very useful when working remotely. To understa...
Contact coordinates are not deleted/corrected
What now? This is how we enter the coordinates in the block of the contact card Location: http://prntscr.com/nmtbw0 Wrong coordinates entered. Can&...
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