When building folders or dashboards is there a way to do a "two months ago filter?" For example, if it's February can I get a filter for December? I understand there is a fitler for "60 days" ago but my organization tracks numbers by month.
We have several business units and for each business unit there is separate mailbox.
We are facing an issue when we create a case manually for a specific business unit then email should get triggered to the contact with the Business unit specific email but every time we create a case regardless of the business unit , the mail is triggered from a single mailbox.
That is set in the Sidebar properties. To view that, you'll need to view the Page settings, click the three-dot button on the top right, then select "Page settings". On that panel you'll see a button for "Manage sidebar parameters". There's an option for that there.
I am currently designing a Gifting CRM in Creatio, where many products require customization options.
For example: Product: Custom Print T-Shirt Customization options:
Size (S, M, L, XL)
Color (Red, Blue, Black)
Print Type (Screen print, Vinyl, Embroidery)
In the standard Creatio Product data model, products are stored as individual records (SKU-based). However, if I create a separate product for every combination, it will lead to a very large number of SKUs and difficult maintenance.
My Current Approach
I am planning to:
Keep a base product in the Product catalog (e.g., “Custom Print T-Shirt”)
Create a custom object/data model to store customization options (Option Groups and Option Values)
Link these options to the product
Store selected customization at the Order Product / Opportunity Product level
For a case record all the email activity is visible to the admin roles but not to the user of a particular role.What can be the possible reason for this and how to resolve this issue?
Could you please provide a bit more detail about the error you’re encountering? A brief description of the issue, including when it occurs and any related messages, would be very helpful.
Additionally, it would be greatly appreciated if you could share screenshots of the object permission settings so we can review the configuration.