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

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1 answer
01.06.2022, 19:09
Improvement - Editable card
1. At the moment, in order to switch to editing another contact card interface, you need to switch through the interface. And plus, it is poorly hi...
2 answer
01.06.2022, 19:01
Question - Gender Disappears Name
I can't figure out why the Name field is not showing up. Help me please.
20 replies
01.06.2022, 12:07
Filling cards does not work correctly
Here http://crm.tryalia.com.ua/app/contact/usergroups/setting/0/interface/# (Fig. 1) there are settings. And here http://crm.tryalia.com.ua/app/co...
2 answer
28.05.2022, 15:40
Tile display mode in OS
When displaying contacts with a tile, in addition to the customer data, a link is displayed that makes it difficult to read the customer/company na...
18 replies
26.05.2022, 13:20
In OS, when hovering over an employee's contact, the phone is not displayed in the company card
In the previous version of the box, when you hover over an employee's contact, the company card displayed his phone number and viber button. It...
3 answer
24.05.2022, 12:06
Add customers to the contact group if, depending on the category of goods that were / are in the order
The essence of the issue is that you need to add customers to the desired group, depending on which category the goods are in the order from. It is...
6 replies
17.05.2022, 15:47
Contacts are displayed crookedly! It is impossible to work!
After the box updated the display of contacts, it became simply unbearable to work. 1. They all moved out and don’t understand how they are display...
6 replies
25.04.2022, 14:37
Is it possible to export Companies with their Holdings
Good afternoon. Tell me, is it possible to extract the company and its holding when exporting contacts. At the moment, with such filling of the co...
The action "Export contact group to vcard" is not added
The action "Export contact group to vcard" is not added Automation 1 time per hour. When you click save, the action disappears from the l...
5 replies
20.04.2022, 16:41
Contacts are displayed crookedly! It is impossible to work.
Good afternoon. After the box updated the display of contacts, it became simply unbearable to work. 1. They all moved out and don’t understand how ...