List of related questions and answers «Manage contacts and database of clients and leads»
need the ability to add short names to the name in the "phone" field
Good day, for convenience, it is very necessary to add the possibility to add Name in the field "Telephone" in the contact card. It is already poss...
Filter by group
Tell me how to filter contact groups in contact reports?
Finances, the number of orders from companies in the holding is incorrectly displayed
Good afternoon, we noticed that the number of orders for companies in the holding is not displayed correctly in the Finances block of the client's ...
I can't configure opendatabot
Good afternoon I did it from the video: https://www.youtube.com/watch?v=tPvMh78h_BA&t=3s - installed the key and settings in the integration: https...
Enlarge contact photo
Good day! We maintain a database of contacts with photos, you need to see the photo in full size and with the possibility of enlarging it without ...
How to fill out customer addresses in Ukrainian?
Good day, tell me how to fill in addresses with Google prompts in Ukrainian. Now if you write in Ukrainian, there is a hint, but if you choose, al...
Variables are not substituted in the Fill Contact Card Field action when conditions are met
Good afternoon, I specify a variable in the field and the name of the variable is stored in the contact card, not its value. Please fix it. Autom...
Today, a bug appeared when saving a field with a hyperlink
Good day, We use automation in the client's card "Fill the field of the contact card based on the formula", save the text Open in the field Bef...
impossibility of deleting contacts and tasks
For some reason, a week ago, the ability to delete contacts and tasks disappeared, I am an administrator of srm, I have already checked all setting...
Fields that are included in the search
Good afternoon We encountered a problem and added a field to the contact card with a list of manufacturers with whom the client works. For exampl...
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