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Hi Community!

 

I try to start a business process when a contact is added to a static folder.

I selected the object 'Contact in Folder' and the action 'record added' and also a condition to the folders' name but the business process doesn't start.

I also tried setting and clearing the 'run in background' flag, but without success.

 

What am I missing here?

Is the 'Contact in Folder' object one that doesn't throw signals? Is there a list of objects that throw signals?

 

Thanks and BR,

Robert

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Other CRM's I've used have a bcc system email address that can be included in marketing emails sent from outside the CRM such that when those emails are sync'd to the CRM, the emails get connected to the right contact.

 

Does Creatio have a system email that can be included in these marketing emails so that they can be sync'd to contacts in the Creatio database? If so, where do I find that?

 

If not, does anyone have another suggestion? 

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Hi Community,

 

As is described in subject we can't add newly created company pages to Creatio chat channel. There is some internal error:

 

 

I have other pages created some times ago and i can add them.

 

This is not as well my account settings because we tried different fb accounts as well.

Is this a know issue or there is additional settings for new fb pages ?

 

Best Regards,

Marcin

 

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Hi community,

 

On a demo version, I have created a test user with "Direction" as organizational role. I want it to hide the "Budget" field in the opportunity section and don't make it editable.

To do so, I went in the "object permissions" and checked "Use column permissions", selected the "Budget" field and giving a "Deny reading and editing" access level to the "Direction" role. 

After doing that, when I connect with the test user, I still can see (or read if you prefer) the Budget field, however I can't modify it.

 

 

How can I do to hide this field to all the "Direction" users ? If we can't do it like this, what does "Deny reading" mean ?

 

Thanks a lot for your time.

 

Best regards,

Jonathan

 

 

 

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Hello community,

 

We have a use case where a lead owner needs to perform certain approval tasks. The task can be approved or rejected. Is it possible to send an email to that contact with approved, rejected buttons and store the result of whichever button the email recipient clicked in creatio?

 

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Hello Shivani,

Unfortunately, it is impossible to implement your business task, as for now.

But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  

Best regards,
Bogdan

Bogdan,

Thank you Bogan. I was wondering if this could be replicated using OOTB Case feedback process which sends the satisfaction smilies. If we tried tot replicate this, would we require a SysPortal user license??

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