7.18 | Community Creatio

17:42 Jan 06, 2022

How can I set up B2B2C hierarchy in CRM, think of it as a franchise based business where each franchise has its own employees, customers/leads/accounts/deals etc. Franchise employees can login and manage their leads, contacts and deals and we at the top of hierarchy can see all franchises and aggregated the data. Does Creatio CRM supports this by default and if not then can we customize and supports it. We need this B2B2C hierarchy for all marketing, sales and service. Please suggest.

4 comments

Artem

16:47 Jan 07, 2022

Hello Gaurav,

Unfortunately, our platform does not have any presents for such projects.

Although, it is possible to achieve such configuration...MoreLess

Gaurav Thakur

17:10 Jan 07, 2022

Artem,

Thanks for providing that information, but what is going to be name of entity/object which will represent a Franchise/Partner in creation...MoreLess

Harold Busby

19:23 Jan 07, 2022

Take a Look at this franchise management app developed on Creatio CRM. Here is the link: https://marketplace.creatio.com/app/franchise-management-creatio

Gaurav Thakur

07:12 Jan 10, 2022

Harold Busby,

Thanks for providing that link, I have installed this app but not sure what is entity for franchise in this app, can you please...MoreLess

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Marketing_Creatio

7.18

CALL TO ACTION

Stefano Bassoli

19:18 Jan 05, 2022

Hi community,

Is it possible in a mass email to use the "CALL TO ACTION" block without "creatio" adding the tracking information in the "CALL TO ACTION" link in the email?

I have to send an email with a link to a web application and the parameters added for tracking in the "CALL TO ACTION" are causing some problems for the web application.

1 comments

Anastasiia Lazurenko

11:24 Jan 13, 2022

Hello Stefano,

Thank you for your question!

Parameters are added to links automatically and they cannot be turned off. They are needed in...MoreLess

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feedback

Service_Creatio

#cases

Service_Creatio_enterprise_edition

7.18

Change the page appearing after Customer enters feedback through email in case management

Shinoli Perera

13:25 Jan 05, 2022

Case Management platform has being configured and distributed to one of our clients. They had a request to change the page that appear after the customer provides a feedback through email. Image of the page provided below.

The Logo and text in the page need to be changed.

Can someone please provide me a method configure this?

Thank you!

4 comments

Bogdan

16:10 Jan 05, 2022

Hello Shinoli,

The only way to customize this page using out-of-the-box tools is the system setting called "Logo - Thank you for your feedback"...MoreLess

Shinoli Perera

06:55 Jan 06, 2022

Thank you for the information.

luis.goncalves@imdigital.pt

21:29 Jun 08, 2022

Important to update this page design without code!

Damien Collot

10:04 Oct 26, 2022

I agree with all of the above, this is a major reason why one of our clients does not use this functionality.

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Sales_Creatio

7.18

Getting errors while configuring custom attachment object

Akshit

12:12 Jan 05, 2022

Hi Team,

I have created two custom attachment Detail [ Attach claims & Attach Documents], and linked them with the section but getting error when opening the record page please see the below screenshot

Also if you see layout of "Drag file here" in case of custom attachment detail is not looking good. Is there a way to remove that ?

Please help !

Thanks for your time!

1 comments

Bogdan

15:26 Jan 05, 2022

Hello

Unfortunately, the system does not provide the ability to display two details on the same page.

We have conveyed your wishes t...MoreLess

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IMAP/SMTP

7.18

How to use AWS SMTP in on-premises email integration?

Bhoobalan Palanivelu

19:50 Jan 04, 2022

Hi Team,

Is there a way to use two different servers for IMAP and SMTP for on-premises deployment as below?

a)Consume the IMAP server available in the on-premise network.

b)Consume SMTP via AWS.

If there is a way to achieve this, kindly share the guidelines.

Best Regards,

Bhoobalan P.

2 comments

Artem

19:40 Jan 05, 2022

Hello Bhoobalan,

Thank you for your question!

Unfortunately, Creatio does not support using different mail servers for one mailbox.

As...MoreLess

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Studio_Creatio_enterprise_edition

7.18

Error while accessing creatio through HAProxy.

Pedro Pinheiro

16:13 Jan 04, 2022

Hi Community,

To test the HAProxy, I've installed two Creatio Applications on my virtual machine, using Docker. Each instance can be access through a specific container address.

I've successfully configured HAProxy by following this guide (https://academy.creatio.com/docs/user/on_site_deployment/deployment_additional_setup/application_server_web_farm_shortcut/application_server_web_farm)...MoreLess

3 comments

Pedro Pinheiro

18:48 Jan 04, 2022

I think I’ve managed to solve this problem. In some applications we need to ensure that the user must be connected to the same server durin...MoreLess

Yurii Sokil

15:55 Jan 10, 2022

Hi Pedro,

We generally recommend using round-robin, as it's optimal in most cases, but the "source" algorithm is working as well. ...MoreLess

Pedro Pinheiro

19:52 Mar 15, 2023

Hi Yurii Sokil,

I moved this infrastructure to a Linux server. In this server I have the same two instances but with different ports instead...MoreLess

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debug

Serverside

Sales_Creatio_enterprise_edition

7.18

Breakpoints and debugging server-side code not working

Massimiliano Mazzacurati

14:03 Jan 04, 2022

Hello everybody

I'm working in file-system mode in a 7.18.5 development environment.

I need to override the OnSaving method of the Account entity then I created a custom EntityEventListener (following Creatio documentation).

I followed all the instructions of Creatio documentation to setup my...MoreLess

4 comments

Oleg Drobina

17:07 Jan 20, 2022

Hello Massimiliano,

As for the automated symbols download - yes, please download them manually in case automated download didn't download all...MoreLess

Massimiliano Mazzacurati

17:20 Jan 20, 2022

Oscar Dylan,

Hello Oscar,

It seems related to the "Optimize code" option but it seems to me that Creatio compiles the packages in Release mode...MoreLess

Oleg Drobina

17:30 Jan 20, 2022

Massimiliano,

<compilation debug="true" targetFramework="4.7">

<assemblies>

...MoreLess

Massimiliano Mazzacurati

17:50 Jan 20, 2022

Dear Oscar

I tried to change that setting in both web.config files (the "root one" and the "Terrasoft.WebApp one") but it didn't work. I sa...MoreLess

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Sales_Creatio

7.18

How to remove communication options under progress bar ?

Akshit

12:45 Jan 04, 2022

Hi Team,

How to remove this highlighted communication option under the progress bar (setup using section cases designer). Please see the below screenshot

Here we need only progress bar.

Please help!

Thank you for your time!

5 comments

Oleg Drobina

12:59 Jan 04, 2022

Hi Akshit,

The code below should be added to the diff array of the ActionsDashboard module of your section:

{
				"operation": "remove",
				...

MoreLess

Bhoobalan Palanivelu

20:04 Mar 28, 2022

Oscar Dylan,

How to identify the ActionDashbaord module of any section (OOTB / Custom section)?

Could you please share the steps to identify...MoreLess

Oleg Drobina

11:57 Mar 29, 2022

Bhoobalan Palanivelu,

Hi Bhoobalan,

There is no such an instruction unfortunately. There are 5 OOB section actions dashboards:

All other...MoreLess

Gareth Osler

15:50 Mar 29, 2022

We have found this article which has done the trick for ourselves:

Removing the Facebook, WhatsApp, or Telegram Message Buttons from the Actions...MoreLess

Luca Tavasanis

10:13 Apr 03, 2023

Hi,

you can use the Section actions dashboard manager application from the Marketplace to choose which action to show/hide: https://marketplace...MoreLess

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Excel_report_builder

7.18

Excel report builder upload template is not working

Fulgen Ninofranco

08:45 Jan 04, 2022

Hi Community,

In our CRM Version 7.18.2, the excel report builder (https://marketplace.creatio.com/app/excel-reports-builder-creatio) upload template is not working. I have noticed this error on web browser logs every time we are attempting to upload excel template.

3 comments

Davey Daemen

17:07 Jan 06, 2022

@Devlabs Excel Reports BuilderSame issue for my customers, seems to be no longer compatible.

TiagoSousa

13:30 Mar 07, 2022

Hi Community,

Any news about this case?

I have the same problem in my machine who is version is 7.18.5 and the type is Service Enterprise...

MoreLess

Eugene Vorobiov

15:05 May 09, 2022

Hi to all!

We reviewed the add-on and tested the issue. However, we were unable to reproduce it on our end. Could you send us more details...MoreLess

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changelogplugin

performance

7.18

Performance Or Load Testing of Change log Plugin

Anupama

17:46 Jan 03, 2022

Hi All,

Is there any performance metrics tool available to perform the load test on plugin available in Marketplace? We are looking to analyze the site performance when Change log plugin is installed and enabled.

Change log for Creatio | Creatio Marketplace

I have read thru this community post...MoreLess

1 comments

Artem

15:10 Jan 04, 2022

Hello Anupama,

Currently, Creatio does not have any kind of solution out of the box for this task.

You can monitor the performance of your...MoreLess

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