If you merge your Facebook and Instagram accounts in Facebook Messenger, and connect your Facebook account to Creatio, will you receive messages from both accounts in Creatio?
As of today we have a task to integrate instagram in order to let you receive the messages from Intagram either, so it possibly will be implemented in our future releases, but currently it is not possible.
If you merge your Facebook and Instagram accounts in Facebook Messenger, and connect your Facebook account to Creatio, will you receive messages from both accounts in Creatio?
As of today we have a task to integrate instagram in order to let you receive the messages from Intagram either, so it possibly will be implemented in our future releases, but currently it is not possible.
When a telephony connector is integrated (say., Asterisk) with the CRM system, the system will display the customer name when there is an incoming call placed by that customer. This is an OOTB functionality.
Required Clarification
How does the system fetch the name of the customer during an incoming call and where is the in-house logic for this feature available in Creatio.
How to open the record page (Account/Contact) of that customer when an incoming call is received from that existing customer.
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
I couldn't find the process "Incoming call recording process" in the system. Is it possible for you to export the BP and share it? It would be great If you could share the BP that you have added as an attachment (Open Page after an incoming call).
2022-09-15 19:38:49,999 D:\App\1130722-demo\Terrasoft.WebApp\Terrasoft.Configuration\Pkg\UsrApp_e89ly9h\Autogenerated\Src\UsrIncidentRegistrationFromEmailProcessCustom1.UsrApp_e89ly9h.cs(4,16) ошибка CS0400: The type or namespace name 'Common' could not be found in the global namespace (are you missing an assembly reference?)
2022-09-15 19:38:49,999 D:\App\1130722-demo\Terrasoft.WebApp\Terrasoft.Configuration\Pkg\UsrApp_e89ly9h\Autogenerated\Src\UsrIncidentRegistrationFromEmailProcessCustom1.UsrApp_e89ly9h.cs(92,28) ошибка CS0246: The type or namespace name 'ILog' could not be found (are you missing a using directive or an assembly reference?)
The package was not installed due to an application compilation error.
The application does not compile due to the "UsrIncidentRegistrationFromEmailProcessCustom1" process in the "UsrApp_e89ly9h" package.
