I want to create a report on Login Count for sales reps only. The Login Count object only has a User Name field (text type) with no lookup to any object, so I can't filter by role.
My plan is to replace it with a custom object that adds a lookup to the Users object, so I can use the User in Role object to filter by the sales role and populate the user field whenever the User Name changes.
A few questions:
Do you see any risks with replacing a system object like this?
What happens if Creatio updates the Login Count object in a future version, will our custom object be affected?
Can changes to the Login Count object trigger a Business Process?
We are getting inbound SMS via Twilio and they are not being associated to the proper contact despite the phone numbers matching. We are having to manually do the association to the contact. Anyone have a fix or work around??
In the classic email designer, you could add a value to the "Entity settings for campaign signal" and as long as it had a path to the contact, you could use that object as the starting point for your template. Is that possible in the new designer? If so, I can't find where to set that. Or is this an example of where the functionality in the new designer is still behind the older version?
It's not possible in the new designer, which I am completely unhappy about 👎🏻. I have several clients that will remain on the old/classic designer just for that functionality.
The employees are mixed within our customer contacts. Their specific person records are labelled differently, but when ownership is changed on a specific record and the lookup record is accessed it contains a list of all contacts (employees or not.) Is there a way to create a sub contact lookup with just employees?
If you want to do that for Contacts with associated "Employee" records, that is possible in a similar way, go to related objects and you should see something like employee by column contact there.
We have a process that sends an email to specific roles every time an Opportunity is Closed Won. Out of the blue it has stopped working and when I looked into the business process there is an error: An error occurred while applying the value of the parameter "Sender" of the business process element: Unable to compute expression "[#SysSettings.BIGDalkiaEmailSender#]", error: Unable to continue process: system setting "BIGDalkiaEmailSender" not filled. Please, contact system administrator.
Anyone able to tell me what this means? I am a new Admin and learning as I go so would love any help I can get!
Based on the name, we can see that this is not an OOTB SysSetting and was most likely added by an add-on to your system. The error shows that this setting has not been set up yet, and the system is unable to use email without this setting. The best course of action would be to go to the system settings (System Designer → System Settings), set the filter to "code," enter BIGDalkiaEmailSender, and configure this System Setting accordingly.
Based on the name, we can see that this is not an OOTB SysSetting and was most likely added by an add-on to your system. The error shows that this setting has not been set up yet, and the system is unable to use email without this setting. The best course of action would be to go to the system settings (System Designer → System Settings), set the filter to "code," enter BIGDalkiaEmailSender, and configure this System Setting accordingly.
