Hi, 

Information on the various CRM bundles available and an estimate generator can be found here: https://www.creatio.com/crm-pricing



The various licenses available for each Creatio bundle can also be found using the below links:

https://www.creatio.com/sales/pricing

https://www.creatio.com/marketing/pricing

https://www.creatio.com/service/pricing

Vishay Kerai,

Need more information on the licenses like customer journey license, creatio read only license  etc and its limitations

Hello Vladimir!

 

I will presume that you are using OOTB pages to provide you with an example of this logic.

 

The product has an Id and it is the same for system and portal users. The difference is only the edit page they see.

 

System user:

https://YOUR_WEBSITE.creatio.com/0/Nui/ViewModule.aspx#CardModuleV2/ProductPageV2/edit/b0e9bbd0-a818-4400-9163-d5a6a0e7aa9a

 

Portal user:

https://YOUR_WEBSITE.creatio.com/0/Nui/ViewModule.aspx#CardModuleV2/PortalProductPageV2/edit/b0e9bbd0-a818-4400-9163-d5a6a0e7aa9a

 

There how it is only different by the prefix "Portal" before the %Object%PageV2 part of the link. It is true for all OOTB sections.

 

With secure routing /ssp/ part is added after  "0":

https://academy.creatio.com/docs/developer/application_components/porta…

 

Example:

https://YOUR_WEBSITE.creatio.com/0/ssp/Nui/ViewModule.aspx#CardModuleV2/PortalProductPageV2/edit/b0e9bbd0-a818-4400-9163-d5a6a0e7aa9a

What I believe would be the best to use the business process to form links for portal users by using the first part of the link that is the same for all users and the id of the record (string+[macro]):

https://YOUR_WEBSITE.creatio.com/0/ssp/Nui/ViewModule.aspx#CardModuleV2/PortalProductPageV2/edit/[%Id%]

I hope my answer was useful to you.

Best Regards,

Dan

Hi,

There is a script that safely removes all duplicates in the table SysProfileData, you can use it:

delete

from "SysProfileData"

where "Id" in

  (

  select uuid(min("Id"))

  from "SysProfileData" 

  where "Key"<>'' and "Key"<>'chrome'and "Key"<>'gecko'

  group by "Key","ContactId", "SysCultureId"

  having count (*) > 1

  )

Hello,

It is indeed possible to calculate such value right inside of the forecast!

If you already have the "Opportunity amount" column in the forecast, you would need to do the following.

You would first need to add the "Probability, %" column to the forecast:

Notice that we have checked the "Hide column" checkbox since we do not want this column to be shown in the forecast table. If you want to edit it later, you can just add it back by clicking View -> List of columns:

After that, you need to add your calculated column:

Now you will be able to see the result after pressing the "Calculate" button!

On the screenshot below, the opportunity in the red rectangle has a probability of 50%, therefore the value in the calculated column is half of the real one:

Hope it helps!

Best regards,

Max.

Thank you for your clear reply. I thought of this, but it does not seem to work, as I want all those opportunities to be aggregated. So the calculation works on only one opportunity, but not when there are multiple opportunities, it seems because of the "sum" function on the calculation method. For example, I have 2 opportunities, assigned to 2 reps, so calculations work:

However, If I assign both opportunities to the same rep, then the % adds up to 130% and it seems to recalculate instead of just adding all the probable values:

The difference I have with your example is that I used the Contact section for my Forecast, to display sum by rep (it is a B2C use case, so accounts are irrelevant). So for that % probability, I am binding contact with opp owner, instead of doing it opp to opp like you are.

David Belanger-Goyette,

Unfortunately, the correct grouping value will be shown only if individual records are available in the forecast.

You can change the forecast to the following setup:

It will have the same structure, but will feature individual opportunities if you open contacts:

Best regards,

Max.

Thank you. I did not do it using the opp object because if the forecast runs on opportunity, then I will need to add all opportunities every time I want to check the forecast. I can add all opportunities now, but if new ones are created tomorrow, they will not show unless I manually add them. 

Hello Pedro!

Unfortunately, there is no way to achieve this with built-in instruments, as it is expected that there would be a different product record for each feature so that when adding them into orders you can determine exactly what feature set is required.

However, you can do this by creating a "Replacing view model" for the "SpecificationInProductPageV2" schema. There, you would only need to change the "validateSpecification" function by removing the following part:

After that, you will be able to add multiple features into products!

Best regards,

Max.

Hi,

Inside the OnSaving event, you can get a StackTrace of this event, however, you won't be able to distinguish at what object it was performed because the event itself starts from the same point.

To understand from where your activity was saved you can add a special column to it which will contain information about the save process and read it inside your OnSaving event.

For example, create a boolean column IsFromActivity page, set its default value to false and override method save() inside ActivityPageV2 and there set the value to true. Then inside OnSaving whit this column you can understand where this Activity was saved.

Hello,

Unfortunately, I didn't know a way to disable the checkbox on the lookup window and don't even know if that option is possible, however, in your case you can try a different approach. 

You can add a filter to an openLookup config that won't shop any records and disable it when you are using your config.selectedValues option.

Hello,

In the code of the UsrAccountInfoByTypeConverter you are trying to use the GetTypedColumnValue method in 81, 85 and 87 line and it's done incorrectly. You need to debug the code of the UsrAccountInfoByTypeConverter and check why the error is returned there (this should be related with types usage and columns from which data should be retrieved).

Hi Sivanesan, 

If I am understanding your issue correctly, you are importing from excel and trying to map the the Account.ID column but actually mapping to the Account.Name column, which means you're actually creating new records with the GUID as the name. 



What you need to do is when mapping, click on "related objects", find "Account", then select "Id".  Your map should read like the attached. 



Hope that helps. Don't forget to select the "Id" as the unique field to import by. 

Thanks for the response Harry. I have a custom ID column (Text ) in the detail table(Account Address) which I have to map to the main table(Account). I have already tried to follow the step you have mentioned for that custom column and tried to import but the import is not processing. And when I checked in the process log it has failed with the error " Terrasoft.Common.ItemNotFoundException: Column by path (prefix) not found in schema Account"