We're looking to integrate a Creatio instance with the Mitel telephony system and we installed the MiContact Center connector for the instance. Is the connector a standalone solution to integrate with the phone system or do we still need to have the BPM Messaging Service running in order to establish the connection between Creatio and the phone system?
We have implemented custom section for opportunity similar to OOTB with DCM. The stage movement is restricted to few users as per acess rights.
The stage movement happens on click and should be allowed only when reason is provided which is captured as detail through pre-config page in business...MoreLess
We have this situation where we need to send a specific attachment to our client's API. This API only accepts "multipart/form-data" contents, so we need to send the byte[] of our attachment.
Is it possible to send the byte[] from our attachments to the API using the "Web Service Integration Setup" tool? If yes, how can we achieve that?
I have tried adding new communication option under lookup "Communication option types". but I want it grouped under existing "Phone" type. Please help in implementing the same.
On the account section, i would like to filter accounts which have not received any email
I tryed to used the "History on account section" with the Object email but it looks like it did not work because in my example below the account is having an email in its timeline tab.
On the account i ve an email record in the history tab:
Does anybody knows how can i retrieve accounts with no emails history ?