Hello. As part of our reporting, we include Comments and Emails that our agents include in Contact and Lead records. For example, if an agent notes in the Feed that they stopped by a client's home and spoke to them, we want to count that as a touchpoint/activity. 

Currently in the activity dashboard we can easily calculate the OOB activity such as calls, appointments, tasks, but we cannot connect to the comments and emails directly for the dashboard. 

Is there a way to do so without a developer stepping in? 

Thanks very much, Susan

PS We are still in Classic UI on v 8.3.1.4498

Hi,

I am wanting to send an email as part of an automated process, where a quote is provided. The quote data will come from the Opportunity and the Products within that, but the issue I need to solve is; how can I create an email which will allow multiple dynamic rows to be included in the email body.

Say I have 5 products in the opportunity, I need those 5 products to be displayed in a table form. Is this possible? If not, could I automatically create a printable, which I can then attach as an attachment to the email? Note - I am using the cloud version, which may impact things.

Thanks for any help!

Mark

I have configured the Forgot Password / Password Recovery functionality in Creatio, but still not receiving the password recovery email.

I have Password recovery for users is enabled

• Registration and password recovery mailbox (SSPRegistrationMailbox) is configured and active
• SMTP settings are complete and test email works
• Website URL system setting is configured
• Password recovery email template is active
• User is active and has a valid email address

After clicking Forgot password, the confirmation message is shown, but no email is received.

Could you please suggest additional settings, logs, or backend checks required to troubleshoot this issue?

Thank you.

We have a custom text field Display Quote Number on the Quotation object that should show QuoteNumber-Version (e.g., QN-00045-V2).
A business process is triggered on Quote modified, reads Quote Number and Version, and updates the field via Modify Data with conditions (Quote Number is filled in, Version > 0).
The process executes successfully, but the field either remains blank or shows partial/incorrect values (e.g., -V0), even after refresh.
Formula functions like AND, STRING, ISNULL are not supported, and delays do not resolve the issue.
Looking for a supported, reliable pattern in Freedom UI to populate and display a concatenated text field without custom code.

Hello, is there a way to exclude spam and virus checkers' clicks from email stats? Because sometimes it displays a huge amount of clicks for each link. It seems unreal that a contact clicked dozen times on one link.