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

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3 answer
iCOLOR OneBox
ФОП Легеза В.В.
Personal license
21.09.2023, 17:15
Turn off notifications for employees
There is a need for employees NOT to receive task notifications. It is necessary for the ban to work forcibly and automatically Previously, it seem...
1 answer
21.08.2023, 10:11
Contact groups
Good afternoon Tell me, please, our contacts are divided into groups and it is possible to choose only one group. How to select and filter severa...
3 answer
ІнваФішки, консультант
01.08.2023, 17:02
It is necessary to massively detect duplicate contacts and either delete or merge duplicates found
There is a database of contacts that has been downloaded Duplicate contacts are possible in it: - telephone; - email. Duplicates on contact data we...
1 answer
11.07.2023, 18:25
Can't download contacts
Good day! Tell me how to correctly download contacts to an Excel table? I select all the contacts, click "send to", select "File storage", then "Ex...
5 replies
iCOLOR OneBox
ФОП Легеза В.В.
Personal license
10.07.2023, 11:22
Error creating contacts
When we import contacts, it gives an error during import I am attaching the file See the screenshot Did here https://fopsavchukiv.1b.app/app/...
A bug when creating a contact from the add process form
https://dimpro.1b.app/desktop/ I have attached a video on fixing the error. Please correct it.
8 replies
iCOLOR OneBox
ФОП Легеза В.В.
Personal license
07.06.2023, 10:07
how to calculate the age of the client using the formula in the additional field based on the date of birth?
Please tell me how to use a formula to calculate the client's age based on the date of birth in an additional field? I saw it somewhere, it seems, ...
Restriction on editing contacts
There was a problem, I put the contact group, position and checkbox, whether he is an employee, into a separate block. I put a restriction on this ...
1 answer
25.04.2023, 17:36
Contact filter does not work
Filters [ Cities ] and [ Download City ] do not work Contact example https://aquadevice.crm-onebox.com/app/contact/2000/ Its fields are filled:...
1 answer
25.04.2023, 13:42
The action Fill in the contact card field when the conditions are met is not added
Automation for contacts https://lab-service.1b.app/app/automatization-user/update/edit/ does not add the action Fill the contact card field when th...