Hi everyone,

I hope to hear from many of you!

We are currently using Creatio 8.2.3 and are preparing to migrate to version 8.3.4. While testing the new features, I noticed that some parts of the architecture have changed and that certain basic features are no longer available in Freedom UI.

Creatio 8.2.3 and 8.3.4

• You cannot add an audience from the Leads section to a bulk email in Freedom UI.
• However, you can add the audience from the Leads section in Classic UI, then edit and send the bulk email from Freedom UI.
• In Classic UI, you can specify the audience source, such as Contact, Lead, Account, or another configured object.

Creatio 10.x

• Has support for using the Leads section as an audience source been removed entirely?
• Creatio 10.x appears to support only Contact filters when building a bulk email audience.
• It no longer seems possible to use Leads as the audience source directly from the Bulk Email module.
• We can only use Lead-related criteria to filter Contacts—for example, “All Contacts that have a related Lead record.”
• The trial environment I set up does not appear to include Classic UI.

Our B2B use case

We operate in a B2B model, where a single Contact can have multiple email addresses, such as:

• business email;
• personal email;
• admin@ address;
• info@ address;
• invoicing email.

We currently use the Leads section to manage these addresses:

1 Lead = 1 email address associated with a Contact

As a result, one Contact can be associated with multiple Leads and, therefore, multiple email addresses.

We have also added qualifiers—checkbox fields—to each Lead, such as:

• Promotions;
• Newsletter;
• Events;
• Personal communications;
• Invoices.

These qualifiers let us determine which types of communications can be sent to each specific email address.

When creating a bulk email, we currently:

1. build the audience from the Leads section in Classic UI;
2. switch to Freedom UI;
3. design and send the message from Freedom UI.

Questions

1. If Freedom UI only supports Contact-based audiences, how can we determine which of a Contact’s multiple email addresses should be used for a specific bulk email?
2. Are there plans to support Leads—or custom objects—as bulk email audience sources in Freedom UI?
3. Are there plans to support multiple selectable email addresses for a single Contact when building a bulk email audience?

Are we the only Creatio customer with several email addresses associated with a single Contact?

Hi All, question please.

I want to make a currency field in my report using separator decimal.

I already follow this instruction :
https://customerfx.com/article/creating-custom-macros-to-format-values-in-word-printables-for-creatio-formerly-bpmonline/

 namespace Terrasoft.Configuration
{
   using System;
   using Terrasoft.Common;
   using Terrasoft.Core;
   using Terrasoft.Core.DB;
   using Terrasoft.Core.Entities;
   using Terrasoft.Core.Packages;
   using Terrasoft.Core.Factories;
   using System.Globalization;
     
   [ExpressionConverterAttribute("Money")]
   public class UsrMoneyConverter : IExpressionConverter
   {
       public string Evaluate(object value, string arguments = "") 
       {
           var result = string.Empty;
           if (value != null)
           {
               result = value.ToString();
               double currency;
               if (Double.TryParse(result, out currency))
               {
                   result = number.Format("{0:n}");
               }
           }
           return result;
       }
   }
}

Also, I already tried using :

result = currency.ToString("C", new CultureInfo("en-US"));
 

The result always have this error and the report still not have separator currency decimal :

Need advice please.

Thank you.

Hi All, I have a question please.

Do you know how to determine or specify the path that we want to store the report after we click "generate report" ?

For default, after we generate report (in this case is "Offering Letter" report button), report will store in Downloads folder, correct? I am not to default specify in Downloads folder, but for example I want to store it at C:\Project\Report\OfferingLetter.docx

Thank you.

Me and my team are facing a huge hassle trying to work with git on creatio, a lot of conflicts and compilation issues due to 2 or more developers pushing changes in the same package, that cost us some work to be redone as we had to reset our git repo to the last commit that didn't have issues.

Is there a way that makes working with git easier? tried to use T.I.D.E. but sadly it's not very clear how it works.

Hi Everyone,

Is there any way to reduce white spacing between fields and make their width as per the content. 

Any suggestions are more than welcome.