Dear Stefano,

Due to the basic logic, the last added email to the system is displayed on the "island"  on the left side.

This email, web, and phone are indicated in the contacts table in the email,  web, and phone fields.

There are two different tables  in the system with the following information:

1. For the contact: Communication option (ContactCommunication) and contact (Contact)

2. For the account: Communication option (AccountCommunication) and account (Account)

Let me explain to you the basic logic:

When you added the communication option for contact or account, it will be automatically transferred to the communication option detail.

 

The [IsCreatedBySynchronization] column is responsible for this process in the contact - a sign of synchronization for the "Means of communication" detail with the associated contact object, in a separate ContactCommunication table. If the value True is specified for the entries in this column, the mechanism works correctly.

 

Unfortunately, is not possible to disable the logic of automated email address updating when binding an email to the contact.

Best Regards,

Sergii 

Hello Gabriele,

Thank you for your question!

Kindly elaborate a little bit more on the format of the document. If possible, please, attach an example.

Best regards,

Anastasiia

Hello Anastasiia,

thanks, I found the possibility to create a document. In the opportunity at the top right at print.

But I still have one question. Is it now possible to save the documents as .pdf and store them in creatio?

greeting

Gabriele

Hi Gabriele,

At the moment, we can recommend using the conversion to PDF using MS Word via "save as".

As a workaround, if you do not want users to change the PDF file after downloading:

Download the word file using the 'Restrict Editing' option as a printable template. Then, when downloading, the file will contain the necessary data, but it will not be possible to change it without knowing the password.

Alternatively, please, check this add-on on our Marketplace which allows generating Word printable forms in PDF format using the Aspose.PDF service:

https://marketplace.creatio.com/app/asposepdf-connector-creatio

At the moment we are working to ensure that in future releases it will be possible to upload files in PDF format, I have attached this post to the scheduled task of the developers to increase the task's priority.

Best wishes,

Anastasiia

Hi Anastasia,

thanks for the information. Please let me know if it is possible to save documents as .pdf.

Greetings form Bavaria

Gabriele

Hi Mark,

Thank you for your question!

This is a known issue and our R&D team is already working on implementing a mass fix for future releases. As for now, this can be fixed by enabling the feature DisableAutoFindWorkplace on the instance.

For Postgre:

do $$

DECLARE

featureCode varchar(100) = 'DisableAutoFindWorkplace';

featureId UUID;

BEGIN

featureId = (select "Id" from "Feature" where "Code" = featureCode limit 1);

IF featureId is null THEN

insert into "Feature"

("Name", "Code")

values

(featureCode, featureCode);

featureId = (select "Id" from "Feature" where "Code" = featureCode limit 1);

end IF;

delete from "AdminUnitFeatureState" where "FeatureId" = featureId;

insert into "AdminUnitFeatureState"

("SysAdminUnitId", "FeatureState", "FeatureId")

values

('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, featureId),

('720B771C-E7A7-4F31-9CFB-52CD21C3739F', 1, featureId);

end $$;

For MS SQL:

DECLARE @featureCode varchar(max) = 'DisableAutoFindWorkplace',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);

Best regards,

Anastasiia

Anastasiia Lazurenko,

Thanks for your quick reply first of all. We use the SaaS Creatio, so is this something I need to raise a case with Creatio support to get applied?

Hi Mark,

If you have a Creatio cloud instance, please, check if there is an SQL Executor for Creatio installed. This add-on has been discontinued but if you still have it - you can still use it and run the above-mentioned queries yourself. If it's not present - we can do this on our end. Please, contact us at support@creatio.com in this case.

Best regards,

Anastasiia

Hello,

To resolve this you need to change the settings of the landing page as on the screenshot below. In the field "Website domains" instead of the whole landing page link put a * after the website address. 

Kind regards,

Mira

Hello Alex,

I recommend you to read this discussion. I belive that there you can find an answer to your question.

Hello

Unfortunately, the current version of Creatio does not have the pivot table functionality in the new UI yet.

There is already a request for our developers to bring this functionality in future releases but we are not sure when this feature will become available.

Thank you,

Artem.

Justin Murphy,

Hello,

Unfortunately, there is no ETA for this feature at the moment.

Best regards,

Yuliya

Yuliya Gritsenko,

And do you have ETA now?

Vladimir Sokolov,

Greetings, 

Unfortunately, it is still under review with the R&D team, we can't tell you the exact date, but the development team will consider this request to make it in the future.

Hello,

In the replaced BaseSectionV2 module you need to:

1) define the GetExtendedFilterConfig PTP message with the subscribe direction:

"GetExtendedFilterConfig": {
					mode: this.Terrasoft.MessageMode.PTP,
					direction: this.Terrasoft.MessageDirectionType.SUBSCRIBE
				}

2)  subscribe to the message:

subscribeSandboxEvents: function () {
					this.callParent(arguments);
					const quickFilterModuleId = this.getQuickFilterModuleId();
					this.sandbox.subscribe("GetExtendedFilterConfig", this.onGetCustomFilterConfig,
						this, [quickFilterModuleId]);
				},

3) in the onGetCustomFilterConfig method handler disable the advanced filtering:

onGetCustomFilterConfig: function() {
				return {
						hasExtendedMode: false
					};
			}

An example of the code used in the portal can be found in the BaseDataView module.

Best regards,

Oscar

Thank you Oleg Drobina!

Hello,



Unfortunately, there are no such basic tools to implement your business task. 

We've registered it in our R&D team backlog for consideration and implementation in future application releases.

Thank you for helping us to improve our product. 

Best regards,

Bogdan

Hello, 



Please contact our support team (support@creatio.com) for further investigation. 



Best regards,

Bogdan

 

Bogdan,

Hello Bogdan,

I allready open several tickets without any solution.

I would like to know if other users of Creatio encounter or have encountered this problem.

I will open a ticket today with the timestamp of the problem.

Thank you,

Nicolas