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Sales_Creatio
8.0

How can I add a Delete custom action in a Timeline, when showing Emails? 

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This was asked a few years ago but I am wondering with new updates if there any other solutions. https://community.creatio.com/questions/send-emails-automatically-leads

I am trying to send emails through campaigns to Leads. 

When I build the campaign I have the option to send it to leads: 

 

However, the only leads who get emails are those with existing person records in the lead, such as this:

When there is no person record no email is sent, even if there is an email listed in the lead. 

 

This is very important to a process we are trying to implement so if anyone has a solution I'd be very grateful. 

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Good day, Matt,

Thank you for contacting us.
 

When it comes to the way our Marketing module operates - all audience, regardless of the source, has to be connected to the Contact table in order to be able to operate. (find out more about setting up custom audience sources in this article).

The reason for this behaviour is that many internal processes, including bulk email delivery, active contact licenses and responses from the ESP are closely tied with the Contact records.

At the moment, this logic is immutable and altering it is not possible.

We have, however, registered your idea with our R&D team for consideration in the future versions of Creatio.

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I noticed the Matomo connector is no longer in the Marketplace.  Is there something else we should be using, or can we still use Matomo?  Is the connector still required?

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8.3.3
Sales_Creatio

Hello,

I am trying to set up record permissions for the Account object based on the record owner. In particular, the business developers of our company should see ONLY accounts they personally own, but not records of their peers. The manager role should retain all access.

However, there is only an option to "Grant permissions based on the record author" out of the box. Is an optimal solution to achieve the above using a business process?

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Dear Creatio Support Team,

I am considering registering for a basic Software Developer certification worth $150 and would like to clarify your policies regarding exam failure for my consideration before I proceed with the purchase.

According to the Creatio Certification Rules and Procedures Guide, a score of no less than 85% is required to pass . If an applicant scores less than 85%, the certification is considered failed .

Before I complete the registration and payment process, could you please clarify the following points :

  • How many retake attempts are allowed if the initial exam is not successful?
  • Is there a mandatory waiting period required before I can schedule a second attempt?
  • Does a retake require a new payment, or is there a specific fee structure for subsequent attempts?
  • If a candidate fails, are they required to redo or re-present the individual practical assignment ?

The guide suggests reaching out to this address with additional questions, and I appreciate your assistance in helping me understand these procedures .

Thank you for your time and I look forward to your response.

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Hi Umarfarukh, development certification is provided only for partners or Creatio customers. Minimum passing score is 70%. Each retake is treated as separate certification, with same payment conditions. If homework was accepted, then redoing of it is not required.

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