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

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1 answer
27.07.2022, 18:27
problem - When creating a company, the name of the company disappears
We enter the name of the new company in the contact card, and after clicking on "create a company" - the name of the company disappears a...
3 answer
Does not download contacts
Hello! Contact upload stopped working. The letter just doesn't come. Please tell me where to look. box.perspekta.ua
8 replies
27.07.2022, 11:32
Refinement: several account fields for companies
Guys, I need your help and perhaps refinement. The situation is as follows: now if the Contact has the "Company" type, then in the interf...
3 answer
25.07.2022, 17:28
Bug lists in Contacts
If you select a value from the list once and click the "save" checkbox on this field, then everything is ok. But if after that you open t...
6 replies
25.07.2022, 17:25
Interface
Please help with solving the problem. Unable to reset interface to default. The standard interface has 2 tabs. I'm trying to remove all interfa...
6 replies
23.07.2022, 11:07
"Name" field in the contact list
The contact has a "Name" field, which is used throughout the system, but for some reason it cannot be displayed in the contact list in or...
3 answer
16.07.2022, 23:22
Duplicate contact when importing
When importing contacts, if I have a contact name and a contact company, then two contacts are created in OneBox - one with a company, the other wi...
5 replies
14.07.2022, 18:39
Create contacts without contact data. OS
Good day http://sairaauto.onebox-system.com/ "Allow adding a user without contact data" - disabled. If you just create a contact, then th...
20 replies
replacement of e-mail in the order card
Good afternoon, We received an order 2 years ago with phone number A, order email - B. 07/01/2022 received a new order in which the phone number A ...
2 answer
Personal license
29.06.2022, 10:00
mole
When copying the "Multilist contacts" field to a subprocess, only the first value of the multilist field is transferred. I tried to do th...