Search found 3 matches

by jvolkman
Thu Apr 04, 2019 2:51 pm
Forum: Issues
Topic: Searching Tags
Replies: 1
Views: 117

Searching Tags

Please change the search function to allow 'and' and 'or' for tags. We need to be able to search more than one tag and any one of the selected tags related to a contact pull the contact. Without this function we are forced to look into other CRM database options as this a major shortcoming of OnlyOf...
by jvolkman
Tue Feb 12, 2019 9:05 pm
Forum: Your feedback about OnlyOffice
Topic: Include Contact Manager in .csv File
Replies: 1
Views: 165

Include Contact Manager in .csv File

Please allow the .csv file exported to contain the assigned contact manager. Also, when importing contacts, it only allows you to pick one contact manager AND defaults to the person uploading the entire import file. We have new information we need to add to our contacts. The only feasible way to do ...
by jvolkman
Thu Nov 29, 2018 5:41 pm
Forum: CRM
Topic: CRM OR vs AND 'with Tag' search function HELP!!!
Replies: 1
Views: 399

CRM OR vs AND 'with Tag' search function HELP!!!

Please add necessary functionality to the CRM search with the option to add more than one 'with tag' dropdown in the search bar. The single 'with tag' functions as AND only which allows us to choose as many tags as desired but will only populate Contacts containing every one of the selected tags. Si...