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

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1 answer
Друкарня "Друкарик"
23.08.2022, 14:12
Current contacts are displayed incorrectly
Current contacts are displayed incorrectly https://drukaryk.1b.app/app/contact/15263/ https://drukaryk.1b.app/30654/
8 replies
Evaluation of completion "Write line from event to additional process field"
https://box.ltec.com.ua/desktop/ You need an action in automation for contacts. Contact example https://box.ltec.com.ua/app/contact/14064/ Creation...
3 answer
18.08.2022, 10:49
An incorrect phone number is pulled up in the order and when creating a TTN
Good afternoon! There was a problem, we can not understand how this happened at all. We sent a parcel to the client, but some left phone number pul...
6 replies
16.08.2022, 17:21
Bug - Spontaneous contact renaming
This is not the first time I notice that my contact is renamed by itself. We have all contacts written in Latin, but for some reason he changes to ...
3 answer
15.08.2022, 19:18
Assess the ability to filter processes by
Good afternoon. There is such a task: in My processes it is necessary to be able to bulk load contacts in the Client field, without manually addin...
5 replies
15.08.2022, 18:33
Rate: allow creating companies with the same name (duplicate by name)
Good afternoon. Please evaluate the general setting of Box - allow creating Duplicates of companies by name. On the example of the process https://...
3 answer
09.08.2022, 17:49
Filter on multiple fields not working
Here is a test contact https://box.ltec.com.ua/app/contact/13965/?tabid=5 The fields are filled in it: Type of equipment, brand, model In the filt...
Dorobka In the client's card there is a field of knitting required to be done
We need a road In the client's card there is a knitting field needs to be added: when you click on them, it will go to the table of how to for...
3 answer
05.08.2022, 09:50
Call from the application
Please tell me how to solve the problem we are facing. When you try to make a call from a mobile, the system inserts a phone number without a plus ...
11 replies
02.08.2022, 09:45
Customer filter
Good afternoon, please tell me how to view mass information about new customers? For example, we take newly registered users from 01/01/22 and need...