Why the City, State/Province, and Country fields are not filled for several (18) accounts?
All these accounts have shipping addresses with the city, state, and country filled.
I tried to change a city in address, but that didn't make a change in the Account's City field.
All other accounts (thousands of accounts) have city, state and country filled.

We need the fields to filter accounts.

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Yuriy Konstantinov,

please check if the addresses of the 18 accounts are marked as primary. Only those addresses will be synced to the respective account fields.

 

BR,

Robert

Hello Yuriy,

I'm not sure what your question about is.
Are you not able to fill the field in the communication options detail? 

Best regards,
Bogdan

Bogdan,

How does a communication option connects to address? I think it's a different thing

Yuriy Konstantinov,

please check if the addresses of the 18 accounts are marked as primary. Only those addresses will be synced to the respective account fields.

 

BR,

Robert

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Hi team,

 

I have a the below request from the customers. please see the screenshot

 

where status = lookup field

 

Can anyone please help.

 

Many thanks.

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1 comments

Hi Akshit, 

 

We don't have practical examples hiding "+" on the detail based on conditions, alternatively I can suggest you to use “isDetailEnabled” function. So you can set up enable/disable detail due to your business logic.

 

Please check out these posts to get more details on how to use this function: 

 

https://community.creatio.com/questions/block-details-based-condition

 

https://academy.creatio.com/docs/developer/elements_and_components/inte…

 

 

Best Regards, 

 

Bogdan L.

 

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On the Meetings and Tasks tab of the synchronization dialog can you explain what the Synchronization Period means?

 

Is it

1. the frequency of the automatic synch

2. the time window of things that will get synch'd (i.e. if I set it to 1 week but have a meeting scheduled for 4 months from now, will that meeting still synch to my calendar)

 

We're seeing inconsistent results and I can't seem to find any documentation (a link in the response to this inquiry would be helpful) to explain what this period is.

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5 comments

Hi Mary,

 

The synchronization period is the period of time for which we collect activities. 

 

 

When requesting integration, we pass the date from which we need to take activities. 

 

Here you can check more information: 

 

https://academy.creatio.com/docs/user/setup_and_administration/base_int…

 

https://academy.creatio.com/documents/administration/7-16/how-synchroni…

 

https://academy.creatio.com/documents/technic-sdk/7-16/creatio-synchron…

 

Best Regards, 

 

Bogdan L.

 

Bogdan Lesyk,

My page doesn't look like what you showed. My options look like this

 

Mary P D'Arrigo,

I should also mention that even though we have a window set for a month, events that occur outside of that month (scheduled for 6/20/2022 as of 10/7/2021) are still showing up on the person's calendar. I'm just trying to understand the difference between the time period in my version of the synchronization period configuration.

 

Mary P D'Arrigo,

 

The main  difference between the time period in your version and the synchronization period in configuration it's just the new UI in latest versions of application. 

 

The logic still the same - just option to choose the date has changed.

 

Best Regards, 

 

Bogdan L.

 

Bogdan Lesyk,

But you still have not answered my question. We see events scheduled for 5 months from now being sync'd to the user's calendar even though the synchronization period is only set to 1 month.

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Hello, we are not utilizing the Chat feature at this moment in time. Is there a way to remove this from our UI so that we don't cause confusion with our users?

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Hello George,

I have an article on how to remove the icons from the Actions Dashboard here https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

Hello George,

I have an article on how to remove the icons from the Actions Dashboard here https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

This worked perfectly! Thanks so much for your assistance.

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I'm importing activity records for contacts who are not associated with an account. When I open one of the imported records, the contact field is empty. Is an account required to have a contact on an activity? I do have the category field set to "Visit to contact."

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Hello Jeffrey,

 

Hope you're doing well.

 

No, it's not necessary to populate the Account field. It seems you didn't set the field mapping correctly, so the Contact wasn't added as expected. Please try to import the Activity records using the mapping settings. For example:

configure the column values in the Excel file:

 

 

choose the Activity object as a target object:

 

match the needed columns:

 

 

and perform the import (using or noty using the duplicate checking, it depends on your business task).

 

As a result, the needed record was imported and it's also viewable from the connected contact:

 

 

Also you can find more information and examples of import/export in the articles below:

 

Best regards,

Roman

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Hi Community,

 

Is there any functionality to set up custom fiscal (financial) year?

For example, default year start on January 1st, but we want to change the start date of a calendar to match our fiscal year which is April 1st.

 

 

 

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3 comments

+1 on this idea , including custom ficsal quarters, maybe to set at system level ?

Hello,

 

Unfortunately, this logic is deeply integrated in the code and to change it correctly you would need to rewrite a lot of it.

We do not recommend doing it since it might break much of the base functionality. 

 

Best regards,

Max.

Max,

 

quite disappointing, being a OOTB functionnality in a couple other major CRMs ...  hope you change your mind in further updates!

KR,

Damien

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In the cloud version, is it possible to remove "SQL query console" menu item from System Designer without losing the ability to use SQL Executor? I mean setting Access to “SQL query console” section permission to No won't solve the question, because it will deny access to SQL Executor, while I want just to remove the link from UI, keeping the ability to use the tool in requests.

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If you want to remove it completely:

1) Make sure your package has Samarasoft.SqlConsole as a dependency (or add this in Custom package)

2) Create a replacing view model and select parent "SystemDesigner"

3) Add this code:

define("SystemDesigner", [], function() {
	return {
		diff: [
			{
				"operation": "remove",
				"name": "SqlConsoleLink"
			}
		]
	};
});

If you want to only show it for the Supervisor user, do steps 1 & 2 above, but use this code instead:

define("SystemDesigner", [], function() {
	return {
		attributes: {
			"IsSqlConsoleVisible": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN
			}
		},
		methods: {
			init: function() {
				this.callParent(arguments);
				this.set("IsSqlConsoleVisible", 
					Terrasoft.SysValue.CURRENT_USER_CONTACT.displayValue === "Supervisor"
				);
			}
		},
		diff: [
			{
				"operation": "merge",
				"name": "SqlConsoleLink",
				"values": {
					"visible": { "bindTo": "IsSqlConsoleVisible" }
				}
			}
		]
	};
});

Ryan

If you want to remove it completely:

1) Make sure your package has Samarasoft.SqlConsole as a dependency (or add this in Custom package)

2) Create a replacing view model and select parent "SystemDesigner"

3) Add this code:

define("SystemDesigner", [], function() {
	return {
		diff: [
			{
				"operation": "remove",
				"name": "SqlConsoleLink"
			}
		]
	};
});

If you want to only show it for the Supervisor user, do steps 1 & 2 above, but use this code instead:

define("SystemDesigner", [], function() {
	return {
		attributes: {
			"IsSqlConsoleVisible": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN
			}
		},
		methods: {
			init: function() {
				this.callParent(arguments);
				this.set("IsSqlConsoleVisible", 
					Terrasoft.SysValue.CURRENT_USER_CONTACT.displayValue === "Supervisor"
				);
			}
		},
		diff: [
			{
				"operation": "merge",
				"name": "SqlConsoleLink",
				"values": {
					"visible": { "bindTo": "IsSqlConsoleVisible" }
				}
			}
		]
	};
});

Ryan

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Hello community,

 

Let’s say I have sent an email to a contact about a webinar. After some days I want to follow up  to this email. Is there a way to replyall or reply to that email instead of sending a different mail? The requirement is to have a single email thread instead of sending multiple emails about same thing. How can I achieve this through business process?
 

Thanks in advance!

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Hello Shivani,

 

Basically we don't have such functionality in our system. Alternatively, you can read the body of the letter that arrived (if it is available in the process) and, through the parameters, throw it into a new letter. It's essentially just working with parameters. 

 

Please also note that our core R&D department has a suggestion registered on their side to make possible send an email in single thread via business process in further releases. 

 

Thanks for the great idea!

 

Regards, 

 

Bogdan L.

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Other CRM's I've used have a bcc system email address that can be included in marketing emails sent from outside the CRM such that when those emails are sync'd to the CRM, the emails get connected to the right contact.

 

Does Creatio have a system email that can be included in these marketing emails so that they can be sync'd to contacts in the Creatio database? If so, where do I find that?

 

If not, does anyone have another suggestion? 

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2 comments

Hello Mary, 

Unfortunately, there is no such functionality in our system due to the basic logic of the marketing emails. Please find more information here

Thank you!

Best regards,
Bogdan

OK, then is there a white paper or something that recommends how to attach emails sent from a 3rd party marketing mail platform to my creatio contacts?

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Hello community,

 

We have a use case where a lead owner needs to perform certain approval tasks. The task can be approved or rejected. Is it possible to send an email to that contact with approved, rejected buttons and store the result of whichever button the email recipient clicked in creatio?

 

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Hello Shivani,

Unfortunately, it is impossible to implement your business task, as for now.

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.  

Best regards,
Bogdan

Bogdan,

Thank you Bogan. I was wondering if this could be replicated using OOTB Case feedback process which sends the satisfaction smilies. If we tried tot replicate this, would we require a SysPortal user license??

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