Hello. My customer wishes to have section Dashboards as their startpage and the first thing they see as they log on.

How will I do this? And would it be possible to do it for roles specifically?

System Settings > Default main page

-can only choose default Workplace setup to show in the Main menu, as far as I can tell.

Thank you,

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Dear Julius,

Hope you are doing great today. 

There are no basic tools to set up a default startpage for particular roles, however, you can set up a startpage for a particular user separately. You can go to the System Users section, choose any user and indicate a Home page in the correspondent field - http://prntscr.com/log70b 

Hope it will help.

Best regards,

Dean

Thanks! This is great!

In 7.18.0. Creatio release you can set up a homepage for each work place.

You can find the details in the link below - https://academy.creatio.com/docs/release/release-notes/7180-release-not…

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within a business process I have a contact object and an account object.  I want to associate them and be able to specify whether the contact is the "primary" contact or not.

 

Do I create a "Connecting contact to account" record?  if so, how?

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Dear Brian,

You can read data from Account, then read data from Contact with the following filter - http://prntscr.com/lockqu (or http://prntscr.com/lockvf if you need to find contact which is connected with certain account) 

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