While configuring amazon connect with Creatio, we did all set as per the user guide, still encountering an issue related to Input like ( softphone login and extension), can you please guide, what exactly these terms mean and what to fill here.
how can I add the multicurrency data to my Opportunity page, like it worked properly in the Classic UI?
For example, I would like to add the Opportunity value in USD, than the system calculate the EUR value, or if I add the value in EUR, the system will calculate the USD value.opps
Our R&D team has a task to implement a multicurrency field in Freedom UI in the 8.2 application version.
Unfortunately, there are no examples in the documentation or application of implementing it in the current application versions. So please wait until 8.2 when this column will be available out-of-the-box and could be used on the pages.
The problem is that the responsible field takes information from the contacts lookup. Contacts include not only system users of the company and employees, but also other contacts created on your website. That is, this field will contain all the contacts you have created, as well as system users. You can change the lookup from which the information for the responsible field will be taken and thus have only the contacts you have selected when filling out this field.
I've been working on applications in the application hub and I've had some trouble with the run app button defaulting to a different section than I'd prefer, is there a way to change which page the button opens? I haven't been able to find instructions on how.
I have a section called 'Requests' that has 3 multiple edit pages based on a section FIELD value. Now, the parent edit page has been disabled (it is in a 'not in use' state). How can I enable it? I need a common page that is not based on a Field value.
I recommend you to keep the main base page unused.
The other three pages you can make inherit from this first one getting a base page for common problems, for example, you need to add a business rule or a field and you need it in three sections, you go to the base page, create what you need there and voila, all the pages get this new field or business rule....
Hello, I have an issue regarding email accounts. We use a shared mailbox for sending automated emails. In Créatio, I had to add my email with my Office 365 account and then add the shared mailbox. The problem is that all automatically sent emails from Créatio using the shared mailbox end up in the "Drafts" folder of my personal mailbox instead of the sent items of the shared mailbox. Do you have any information on this issue?
We have the same issue, Seems to only happen when there is an attachment or an image in the Email. Went though support many times, and their response is it is how the Exchange Web Services does it and was told to reach out to MS.
We have examined the problem and determined that the issue is specifically associated with emails that contain attachments. Mind it, if there's a signature with a photo in the template, it will also be considered an attachment. We would like to explain the email sending process from our system to help you understand the steps involved and how they relate to the problem you are experiencing.
1) Sending Emails Without Attachments:
When you send an email without any attachments, our microservice Email Listener, responsible for sending and synchronizing emails, sends a request to the mail server with the parameter MessageDisposition="SendAndSaveCopy". This request includes information about where (the folder ID) and in which mailbox the mail server should save the email.
It is important to note that the mail server confirms the success of this request without any errors.
2) Sending Emails With Attachments:
The process for sending emails with attachments is more complex and involves multiple steps:
- The system requests to save the email as a draft with the parameter MessageDisposition="SaveOnly".
- Next, the system requests to add attachments to this draft email using the <m:CreateAttachment> operation.
- Finally, the system sends a request to save and send the email, indicating where (the folder ID) and in which mailbox the mail server should save the sent email.
Like the previous case, the mail server confirms the success of all the requests related to this process without errors.
In such cases, we recommend reaching out to the mail server provider or the responsible party for assistance and guidance on troubleshooting the issue further.
Unfortunately, in this case, we do not have specific recommendations on what should be checked because the issue appears to be related to the mail server or mailbox itself. Our role was to send the request to save and send the email, specifying the folder ID and the target mailbox where the mail server should save the sent email. The mail server confirms the success of all the requests related to this process without errors.
Please note that we already have had experience with the same behaviour in other clients with this type of mailbox, and they were resolved on the level of mailbox configuration. Our recommendation, in this case, is to check the mailbox configuration. You can involve Microsoft's team for better analysis and understanding, as, unfortunately, as this is a third-party solution, we cannot provide you with complete information about Outlook's mailbox configuration.
Is there a way to only allow certain users the ability to import data by section/object? It seems to me that it is a 'all or nothing', but I want to grant permissions just for one section/object but keep restrictions in for all the others.
We are facing one issue specifically related to displaying images in the word document. We have a use case where we want to print rows of data which includes images as well to the word document, which is working fine.
But we do have some exceptions where for a particular row image is not there, but rest of the column data is present. In this specific case, the data is printed correctly but in the image column we are getting a blank canvas. Instead of blank canvas we want to display a default image is no image data is present in the DB for the rows.
Upon reviewing your request, we have identified that the current underlying logic of our program is configured to operate in the way you described. That is, if there is no image, a macro is displayed (a gray square) instead of an empty field. However, we understand that this is not ideal for your specific needs.
We want to assure you that we have submitted a request to our development team to implement this feature in upcoming versions of our program. We understand the importance of providing the best service to our customers and will diligently work towards implementing the changes you have suggested.
Thank you again for bringing this to our attention.
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