Hello,

We have several Mailboxes which serve as points of entry for email inquires (into Creatio).

I am looking for a way within Creatio to create a "Report" or "Dashboard" which will show the total number of emails Sent & Received by Mailbox for a given date range.

Thus far I am unable to locate an Out of the Box solution. Can this be accomplished via a Custom "Report" or "Dashboard"?
 
 

Hello everyone, I want to learn about creatio CRM. Could you please provide me any reference documents or vedios that hels me to understand from stratch that includes user setup, creating data modules, business process, etc., to Admin responsibilities.


Thank you,

Hi Team,

I have implemented a Business Process that sends an email notification whenever a user is @mentioned in a Case feed. While the emails are sending successfully, they are not appearing in the Case Timeline tab.

How can I properly associate the Email activity created by my process with the parent Case object so that these notifications are logged and visible in the Timeline widget?

Hi Community,

We have a requirement where we need to create a filter for a specific lookup (“Responsável”) based on the value of another lookup (“Empresa Interna”). You can see both fields in the image below.

To achieve this, we tried implementing the filter using crt.LoadDataRequest, which works. However, the filter only executes once. This means that if we change the “Empresa Interna” value again, the “Responsável” lookup does not update accordingly.

So far, the only workaround we’ve found is to open the lookup in a Selection Window. In this case, the filter executes every time we open the lookup selection page.

However, this is not ideal, we need a way for the filter to execute multiple times when using the dropdown option.

Someone had an issue similar to mine https://community.creatio.com/questions/dynamic-lookup-filter-freedom-ui, but the solution is not clear enough.

How can we apply dynamic filters to a dropdown lookup in FreedomUI? 

Thank you.

Best Regards,

Pedro Pinheiro

Hi all,

By default, when a recipient unsubscribes via email, the system updates the global “Do Not Email” flag. This effectively blocks all future marketing communications.

I’m looking to understand whether it’s possible to refine this behavior to support more granular subscription management based on email types or content themes.

Use case:
A contact may want to continue receiving event-related communications (e.g., invitations, updates) but opt out of product-related marketing emails. Currently, unsubscribing from one email type results in a full opt-out, which limits our ability to manage preferences more precisely.

Has anyone implemented a solution that allows for segmented or preference-based unsubscribe handling (e.g., by category, topic, or campaign type)?

Appreciate any insights or best practices.

Thank you,
Damien