Not exactly an integration, but at least for now, you could use that with this marketplace add-on so you get a quick lookup for the incoming caller when a teams call is received.
I was able to do this using Tel links for outgoing calls and then launching a new activity Mini screen to record the call. For incoming, we use the dev labs addon and modified it a bit to list the sections we needed. Happy to share code if you are interested.
I have the following request. How is it possible that I can display the email address from the Communication options (like you see on the screen below)
in the tile view of the accounts (like you see on the screen below)
If I understand correctly, it is possible now to display first record from the detail with specified filter (e.g. First primary email address of account)
we've added a custom web service to our cloud environment and we trigger it from our external API. Several requests in a row are executed correctly, and then an HTTP request timeout occurs for all further requests (including auth requests).
The interesting note is that if we trigger the same request from Postman, it works ok and after it, several more requests can be sent from our API to Creatio.
What can be the cause of such behavior? Is there any mechanism that blocks requests from external APIs to Creatio and if so, how can it be avoided?
In our further investigation of the problem, it looks like Creatio has some anti-spam mechanism, and it blocks our API for 15 minutes when a certain amount of requests was sent to Creatio during a short period of time. We still do not know how to avoid it so any help would be appreciated
We kindly ask you to create a support request for us because for providing the answer to this question we will need to ask you for additional information and examples from your side.
Good afternoon, there is the possibility of assigning a task to a user list based on the workload of the users, currently I see that it only allows the assignment by a role or by a specific user
I'm trying to create new custome channel for chat, but I don't understand 2 steps as shown in the below image that how to create and where to create. Could you explain me?
In Web instance i want every user to see it's own list of activities but not the other users's . I am currently using classic UI , how can i apply this default filter ?
I have set the record deactivation functionality for the Contacts object and set some contacts to "inactive".
Now I have the following problem:
There is an inactive contact in my Creatio system that has the same email address assigned to it as an active contact. This is correct as far as it goes.
However, the Creatio system now automatically links an incoming e-mail (e-mail account is synchronized with Creatio) with the inactive contact. This is not correct.
In this case, you can try to desynchronize/unlink this e-mail from an inactive user, as the email linking logic will choose the user with whom this email address is synchronized. Record deactivation's main function is to filter out certain records, so they do not show in quick filter for example, for in lookup dropdown menu. Also, you can try to delete the inactive user altogether.
Also, we will register an idea to our developer's team to expand the functionality of this function. Thank you for making Creatio better!
According to your description, the issue is that when modifying data in the "Communication Options Detail" object, the system attempts to update related data in the "Accounts" object, and the user doesn't have the necessary permissions for this action.
Thats correct.The mentioned Role has only 'Reading' rights in the Accounts.
However we have applied columns permission in the Accounts fields (like Phone,Alternate Phone) that can be affected by the Update of the 'Communication Options Detail" object but still not working.
This is done in the same way with the only difference that:
1) Existing AccountProfileSchema should be replaced
2) In the diff array of the replaced AccountProfileSchema you need to add 3 new fields.
I've also previously showed how to add new columns to the same profile schema, but in the OpportunityPage (here). Same approach here should be used to add new columns.
This is done in the same way with the only difference that:
1) Existing AccountProfileSchema should be replaced
2) In the diff array of the replaced AccountProfileSchema you need to add 3 new fields.
I've also previously showed how to add new columns to the same profile schema, but in the OpportunityPage (here). Same approach here should be used to add new columns.
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