Please note that it should synchronize the emails sent from Gmail and something must just not work right. It's better if you register a case for our support team and describe the problem there, as we will need to check the issue more closely and it can't be resolved here on Community.
Probably, I've described my case not so precisely.
Our managers sometimes send emails from Creatio. In this case everything works fine - they see these emails in both places - in Creatio and Gmail (as sent items)
But sometimes they send emails to Customer directly from their Gmail (not from Creatio). So, our task is to get these emails as Outgoing to Creatio as well.
We have configured as standard Gmail mailbox.
We synchornize the whole email box. Also tested to work with specific folder - have the same result.
This is in both - Creatio cloud and On-premise.
I am afraid, this is standard functionality, so I am looking for option to improve it.
In a similar way than with inactive cases, in the lists, it would be great to be able to hide "inactive" opportunities and leads.
Such as closed lost and closed won opportunities for example. This would improve the sales user experience of choosing to see all opps or only active opps and leads to work on in the list view, rather than having to constantly having to go though ongoing and closed opportunities/leads.
I would like to replace the action on the Green phone when it is clicked in leads and Oppos. I added a menu item for the action , but want the green button to doo the same action instead of what it does by default. What is the best way to do that?
The tabs buttons are designed to show UI elements to make a quick action.
If the custom action you're building needs user input (text, date, etc ..), you can create a custom PublisherModule based on CallMessagePublisherModule.
Or, you can build a custom button like the Playbook button to run the action.
We have not done any compilation. Generally we open the section wizard and make the required changes and save it. It works in most if the cases. Also, we are not installing any package here .
If full system source code generation and compilation required - Please let me know where to find the steps to perform this ?
In database I have Order table and Product in Order Table. The Order table i have the same Order no but it not a same record because it order created a different day
Ex.
OrderNo : 0001 Created : 2022-01-21
OrderNo : 0001 Created : 2022-02-21
The problem is I cannot import Product in Order table data by match order no and date in Order table
How import data by excel file with same order no but different date and different record
Maybe you could create a single column in Creatio to store order number + date, then in the Excel file use a formula to append the values together and map that value to link to the order?
Hello community, we would like to use the autonumbering feature described on the Academy website. However, we want the number to be assigned after a record is saved, not when the record is created. It is important that no number is "wasted" when a record entry is cancelled. Is there an easy way to do this?
thank you very much for your reply. We tried it, but it wasn't possible. Could it be that the "Invoice" module in the original "Invoice" object blocks the creation of individual event BPs?
Hi Max, thank you for your help. It seems, that there is a bug within the invoice object. Creatio consulting tries to find it. The event handling changes doesn't help.
Our customer has requested to check if it is possible to reduce the size of the pre-configured page so that users who use the system know they are on the same page and are aware of what is happening.
Is it possible to reduce the pre-configured page size so that it does not cover the full screen (Similar to modal pop-up)?
Please be informed that the pre-configured page size cannot be changed, since it is not a mini-page or a pop-up and it works differently. It is a separate page from the main one and technically the user does not stay on the same page when a pre-configured page is opened.
Due to the basic logic, the last added email to the system is displayed on the "island" on the left side.
This email, web, and phone are indicated in the contacts table in the email, web, and phone fields.
There are two different tables in the system with the following information:
1. For the contact: Communication option (ContactCommunication) and contact (Contact)
2. For the account: Communication option (AccountCommunication) and account (Account)
Let me explain to you the basic logic:
When you added the communication option for contact or account, it will be automatically transferred to the communication option detail.
The [IsCreatedBySynchronization] column is responsible for this process in the contact - a sign of synchronization for the "Means of communication" detail with the associated contact object, in a separate ContactCommunication table. If the value True is specified for the entries in this column, the mechanism works correctly.
Unfortunately, is not possible to disable the logic of automated email address updating when binding an email to the contact.
