Hi 

 

I'm currently using the trial version of Sales Creatio in Chrome and would like to integrate Gmail for better email management. Could someone guide me through the steps or provide tips on how to successfully integrate Gmail with Creatio? Any insights on best practices or potential pitfalls to watch out for would be greatly appreciated!

Please refer a Screen Shot : 



 

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In order to add a gmail account you need to create an app specific password (which means you'll also need 2 factor authentication enabled in gmail also). Then, when adding the gmail account in Creatio you'll provide the app specific password instead of your real one. See https://support.google.com/mail/answer/185833?hl=en

Ryan

Hi Ryan

Despite already using an app-specific password, I'm still encountering errors when trying to integrate Gmail with Creatio. What steps should I take to resolve this issue?

Daniel Poveda,


Hello,
 

1. Please make sure you are using the correct parameters for the Google mail server.

  1. 2. Ensure that the web server of the application and the Email listener server have access to the Gmail server.
     

    3. If you're using a local environment, please verify that the microservice is properly deployed and configured.
     

    4. More information regarding the authorization error can be found in the logs of the application and microservice when attempting to add the mailbox.
     

    5. If you are using the site in the Cloud and the mail service parameters are correct, please contact our support for further analysis. (Support@creatio.com)
     

Thank you for reaching out!

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When I try to create a new object I get the message "Primary Column property not set" I cannot see anywhere in the object creation page to set this.

 

Can someone direct me to where to set this property

I using the trial version

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Hi Robert,

Typically, your object should have "BaseEntity" as it's parent. When BaseEntity is selected as the parent, it will inherit an Id column (plus others) and the Id column will be selected as the Id column for the object. The error is letting you know that the object does not have a column selected as the Id column (when you select BaseEntity as the parent it will select the Id column as the objects "Id" property).

Here's an example of what I mean: https://share.customerfx.com/ApuEljAl

Ryan

Hi Robert,

Typically, your object should have "BaseEntity" as it's parent. When BaseEntity is selected as the parent, it will inherit an Id column (plus others) and the Id column will be selected as the Id column for the object. The error is letting you know that the object does not have a column selected as the Id column (when you select BaseEntity as the parent it will select the Id column as the objects "Id" property).

Here's an example of what I mean: https://share.customerfx.com/ApuEljAl

Ryan

Ryan Farley,

Thanks Ryan, makes total sense.  I was coming at this from a DB perspective not an ORM object modeling perspective duh!

 

And thanks so much for thge video, that is awesome!

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Dear,

i would like to disallow town and state creation on my address page.

Why is not the section wizard reachable ?

So i can not add a business rules... :'(

 

Does anybody can help me ?

Thank you,

Nicolas

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Sorry i ve got it

i needed to go into the detail parameters...

Thank you !

Sorry i ve got it

i needed to go into the detail parameters...

Thank you !

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