Hello,

is it possible to configure Homepage (in Freedom UI style) on Portal instead of "Portal Main page" (Dashboard in Classic UI style)

Thank you!

Vladimir

Hello, 

is there a way to get the product selection grid in Freedom UI mode, please ? 
The current way of selecting products in order is much more tedious when you need lot of products.

Regards

Patrice

Hi,

Is there an option to replace the default fields titled 'Select results' and 'Enter detailed results' in the activities calendar, which is located in the 'complete activity' mini form? 

I'd like to replace these fields with ones I've created, which are available in the full-page form.

Hi there,

I'd like to add a custom filter to the activities calendar:

There are two filters needed - "+1 day" and "-1 day". My filters should calculate the selected day plus or minus 1 day.

The question is how to add that and where can I find the logic of the current filters listed above?

Hi all,

In the application we are building we have necessity to have Rich Text field that need to be filled with log descriprion (400/500 characters). The content of this field is not all visible in list section. Because of this we are asking the following:

• - In a list Section is it possible to increase the height of a row so that all the content of a field clould be visible to the final user (please refer to attached file)?

Right now the only possibility a final user has to see the entire content of the field is with the tooltip.

Regards

Stefano

Dear,

Each time we create a new opportunity, the stage history is allready filled with wrong data.

Some stages are indicated even if the opportunity did not use the stages.

I tryed to disable all process launch at the opportunity creation but the stage history is still filled in :

Does somebody have an idea where from this problem can come from ?

The default opportunity Stage is "Découverte".

Thank you !

Nicolas

Hi all,

It seems that a Rich Text it's not editable in a list section (please refer to attached file).

Is this a default behaviour? Is there a way to configure it editable in a list section?

Best Regards

Stefano

Hi, new to Creatio and have a very specific need.

When our contacts become customers, we manually change their status field value in Creatio to "Active" and assign a "Subscription Level". They are active for one year a time. We have a separate Directory website where we want these Active customers to be listed. 

Questions:

1. Is there a built-in way to set up an event that is triggered when a record's Status = "Active" and then sends a payload of the User's information immediately (Name, email, phone, Active status, and Expiration date)? We are prepared to write some API endpoints on the Directory if necessary.
2. There are similar changes we need Creatio to communicate to the Directory:
   Change in expiration date
   Change of "Active" status to "Inactive" independent of expiration date.
   Change in Customer Package Subscription Level
    

The goal is to automate these update events from Creatio to the Directory via API or webhook as quickly as possible and minimize effort duplication. We're not quite sure where to start to implement something like this "in the Creatio way".
 

Thanks in advance,

Adrian 

Hello everyone,

 

I hope this message finds you well. I am currently facing a challenge in Creatio and would greatly appreciate your expertise and insights.

I am looking to create product bundles within Creatio, but it seems that there is no direct functionality to do so. I have explored various ideas but haven't been able to find a straightforward solution.

 

I'm reaching out to inquire if anyone has experience in implementing product bundles in Creatio. If so, I would love to hear about the approach you took and any tips or best practices you can share. On the other hand, if you attempted this in the past but encountered obstacles or decided against it, I would be interested to learn about the challenges you faced or the reasons behind your decision.

Your input and advice would be immensely valuable to me, and I'm eager to learn from your experiences.

Thank you in advance for any assistance you can provide.

Best regards,

Paulo Figorelli

When Creating a Campaign from an Event, the Campaign fails to link to the related event

See picture