We are inserting records in GivenName and Surname fields in Contact Table via API. We are seeing full name in the Name field in UI (which is a concatenation of GivenName and Surname), but the GivenName and Surname fields are blank. How can we get GivenName and Surname to display values?
We're also adding API contacts I don't fill in the GivenName or Surname when I create the contact, just the Name. If I check the database, the GivenName and Surname have been filled in.
Thanks Julio! My query is little different. I am sending GivenName and Surname using API. Creatio system is creating Full Name automatically using GivenName and Surname. In the contact section list I see Full Name populated; but GivenName and Surname are blank. How can I get GivenName and Surname to display on the section list? Screenshot:
You must have in consideration to insert records in Creatio via OData or importing from excel, YOU MUST include all required fields, in this case Full Name is a required field, sou you need provide it in the API JSON.
Also if you provide this data in the JSON they must be inserted in Creatio. Can you share the JSON and Method you are using to insert on Creatio?
Try to use a tool like SQL Query to made a select to all records to see where are the data you 're inserting
We are trying to insert data in a datetime field in contact table from database via API. But the time shown in Creatio is different from the database. For example - one record shows as 2024-01-15 16:54:48.000 in the database whereas in Creatio it shows as 1/15/2024 10:54 AM. We are in central timezone and user profile is set to central timezone. How can we correct this?
Actually it occurs because all dates savings in DB in UTC time zone and only then converting to users according their timezone settings. But when you making API request it returns date same as in DB. There is no possibility to change this behavior at this moment.
Hello all! Which part of the code do I have to edit to show the contact phone number in the contact card visible in leads / opportunities? Thanks for your help.
I have a business case were the managers need to extract a report to identify the accounts and/or contacts group by user, where the user is either the owner of the record or the user to whom the record has been shared with. Please note that the records are visible by owner, that said, is a private model.
i.e
Contact A is owned by Sales Rep 1 (only that sales rep has visibility on it)
Sales Rep 1 shares contact A with the Sales Rep 2 granted read-only rights (now both Sales Rep 1 and Sales Rep 2 can see the record)
Both sales reps have the same manager
Manager wants to have a list grouped by sales rep to track which are the records they have to work on. Expected result should be as follows:
Sales Rep 1: Contact A, Contact M, Contact Z
Sales Rep 2: Contact A, Contact X, Contact L
Any help on how to achieve above will help me a lot!
You can create VIEW in the database (Access rights to Contact are stored in the table SysContactRight) and object based on that view. Then you can use this object for report or for tagging records.
A little bit more complicated situation is when record has access rights for group (e.g. All Employees). That means that this record is shared with more users and you need to calculatate all of them
You can create VIEW in the database (Access rights to Contact are stored in the table SysContactRight) and object based on that view. Then you can use this object for report or for tagging records.
A little bit more complicated situation is when record has access rights for group (e.g. All Employees). That means that this record is shared with more users and you need to calculatate all of them