I'm unable to set up responses based on emails that are delivered/ not delivered and as a result I'm unable to transfer participants based on their email interaction conditionally. Is there something that I'm doing incorrectly? it seems to work on the trial versions of Creatio (The production site I've got is 8.0.10).
As we are launching emails, I was wondering if there was a way to filter an email performance report (opens, clicks, etc.) by date/time? Any assistance would be appreciated. Thanks.
There is no OOTB solution to check what links the contact clicked, but it is in development already.
But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.
I'm new to CREATIO. I'm trying to find a complete sales order import template to import sales orders to CREATIO instead of creating them one at a time.
I tried finding one by:
In the Orders function, select the ACTIONS button then Data Import,
Select the “SELECT TEMPLATE” button,
I get "No data" in the selection window.
After that, I tried exporting the orders already created and got a file. Sure, it gives the orders’ headers but did not give any line items.
Does anybody have a basic template to share or point me in the right direction please?
At the beginning you can find how you prepare a file, as well as some templates.
The “SELECT TEMPLATE” button in the Data import section is responsible for saving the configuration of your imports, for example how the columns in Excel and Creatio are related, etc.
Does anyone in the community what the status relates to in the Email Listener Service Diagnostics? Specifically the section "Receiving subscription information"?
We have set up all user inboxes as shared inboxes under one account so as to avoid email loss when a user updates their password, etc.
However, recently i have been testing and notice that not all emails come into Creatio and I'm unable to find any pattern.
On the diagnostics page, I note a number of emails have the status as "not exists", but can see that emails are coming in for these users.
The 'not exists' status indicates the absence of a subscription for automatic synchronization for this mailbox.
If you've noticed emails that were synchronized through this mailbox but the mailbox status is 'not exists', it could be due to two scenarios:
1) these emails were automatically synchronized before the mailbox received the 'not exists' status, or 2) manual synchronization was initiated for this mailbox:
To investigate a specific case on your website, please reach out to Creatio technical support (support@creatio.com). This will allow for a detailed analysis of this particular case.
We need to set the default Home Page for users in Creatio, ideally based on their functional role, but failing that a single default home page for all users would be acceptable. How can this be achieved? We're using Freedom UI and are on version 8.1.0 in our environments.
i was sending an email does anyone know how to solve this issue.
Failed to send a message. The following error was received: vhalloyd@gmail.com: The system setting “ExchangeListenerServiceUri” is not populated. Please contact your system administrator.
Unfortunately, in Freedom UI there is no possibility to customize the logo on the loading screen.
However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check what stage this task is at, I am sending you the task number: PR-28347. Please don't hesitate to share this number with us at any time and ask your questions.
to add colors to the value, if you know which div it is exactly, you can use the class or id of that div in the selector instead of ".label-wrap .t-label" as in step 1 of the example. Or you can look up the class or id by using inspector tool (Ctrl+shift+C) in the developer tools (f12) on your page and then use them in the selector.
If you require more assistance please provide screenshots of div you want to color, would provide more clarity how to change the selector accordingly.
I would recommend you to use the new FreedomUI pages on the site. You can change bg-color in the system settings on the FreedomUI page (on your screen shot I can see Classic UI). It will take 10 min maximum.
To change colors with FreedomUI :
1) Open System designer -> Advanced settings
2) Find the Custom Object CasePriority or create a replacement:
3) Add the new column -> Other -> Color:
4) Add Title to the new Color column on the same page
5) Click on the Name of this object and choose value (Title name from p.4) in Color field:
6) Publish this object
7) Open System Designer -> Lookups -> Case priorities -> View -> Select fields to display:
8.1.1 does include the ability for generating Word printables. However, I don’t see any mention of generating Excel reports (which is a separate marketplace addon)
