Hello Mitch,

Hope you're doing well.

Please check the next Community posts, they should help to perform your business task if I understood it correctly:

1. https://community.creatio.com/questions/hide-fields-lookup-filter — example on how to hide some of the fields in the filter lookup;
2. https://community.creatio.com/questions/how-filter-filter — the way to filter the filtration field;
3. https://community.creatio.com/questions/default-filter-section — it explains how to set default filtering conditions in the Account section by the Category field.

Best regards,

Roman

Roman Rak,

Thanks Roman, however these articles all have to do with hiding columns of an object. I don't want to hide the name column, I simply want to hide records in this lookup I mentioned above. Do you have any other ideas? If I delete these records, is there any concern about restoring them in the future if we decide we want to use the records I've deleted?

Roman Rak,

 Nevermind, I believe I figured it out. I updated the object permissions for this object, BulkEmailResponse to allow manage by records access. Then I ran an SQL query in the SQL query concole add-on to pull from the table SysBulkEmailResponseRight and update the RightLevel column from 1 to 0 for the records I want to hide.

Hello Nicolas, 

The marketing campaigns require the following licenses:

1. Marketing campaign licenses (“marketing creatio”). These licenses enable the functions of the Creatio Marketing sections: [Email], [Campaigns], [Events], etc. 
2. Active marketing contact licenses ("marketing creatio 1000 active contacts"). The licenses are used for creating records in the [Email], [Campaigns], and [Events] sections. 

If the user does not have one of those licenses, errors may occur during the following operation:

• saving or sending emails;
• editing email templates in the Content Designer;
• advancing a campaign to the [Marketing email] step;
• certain operations in the [Events] and [Campaigns] sections might be disabled.

More detailed information about marketing licenses can be found in the Marketing campaign and active contact licenses Academy article. 

Best regards, 

Olga. 

Hello Olga,
It's a pity that we can not import into Creatio our emailing statistics if we send our emailing with another provider.