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.
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:
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.
Since we upgraded to v8, my default Workplace menu no longer is the default. I have a custom Workplace menu, but when I login, it now uses the Sales Workplace menu instead, meaning I always have to manually change it.
Is there a setting somewhere to allow me to set my default Workplace?
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.
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.
My goal is to create leads from third party app, obviously avoiding loading duplicates.
I have those questions:
I know that it exists in the process element "Find and Merge duplicate". What is the result of this item? Does it tell us what is the ID of the record that remains? The new record created or the merged record in which result/parameter? gOldRecordId?
I'm working on a source code schema. Can I re use some code to achive my goal? I was reviewing some other services that create leads from landing pages or others, but they are not simple to adapt. Is there any method that allows me to validate duplicates or to do the merge by code after having saved a lead?
We are working to create a series of landing pages on our site to gather as many leads as possible. However, before publishing the new landing pages (containing the Creatio integration code) we wanted to test them using some local .html files with no luck.
Beside the code (generated by Creatio) that has been inserted in the .html file, our form looks as simple as possible:
Name:
Email:
Mobile Phone:
When clicking on "submit" no lead gets added in Creatio. Can anyone help with the main reasons why this would happen?
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.
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.
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.