This feature is available in 8.x sections and pages OOTB in Application Hub. You should create an Application and add sections and pages based on existing objects. The "list" tool will help you to achieve the needed list view.
In the 7.x pages - there is no no-code solution, you would need development to add numeration to OrderPageV2 and InvoicePageV2 details.
This feature is available in 8.x sections and pages OOTB in Application Hub. You should create an Application and add sections and pages based on existing objects. The "list" tool will help you to achieve the needed list view.
In the 7.x pages - there is no no-code solution, you would need development to add numeration to OrderPageV2 and InvoicePageV2 details.
We are using the Advanced list setup for Creatio. Is there a way to utilize the columns already setup on a folder to copy when creating a new folder?
What’s happening is if you copy a folder and go to edit the columns, the columns are blank and you have to start from scratch to setup the columns you want to see in the folder. Is there a way to start with the columns already set on a folder?
Thank you for your question. The add-on does not currently support this function. You will need to set up columns for the copied folder from scratch. However, I have forwarded your feedback to the developer in charge, and, hopefully, we'll have more information soon.
I have a business task to add a search button to the email at the communication panel - which will allow the client to search for a specific email / search by the sender of the email, etc.
Theoretically, this is possible, however, this is quite a difficult task to do and I cannot even say if this is even possible.
If you really want to do it then probably you should start with analyzing the base logic behind this module. Change the email box and see what requests the system will send, see the initiator of these requests. In your button, you should do something similar to them.
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.