In the Contacts section, I need to filter all the contacts that ever got emails Titled "Thanks" (NOT bulk emails, just simple emails). These emails are displayed here:

I tried any available lookup, yet no success. Which object should be used?

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Maybe like this. But I'm not sure.

https://prnt.sc/z38p5x

That's Participant instead of Owner.

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See attached print screen please.

It’s the error message I get in Zapier while actually triggering a test.

Is there a setting in Creatio required in order to allow this connection? Please does someone have a solution?

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Hello Guido,

Hope you're doing well.

You can find additional information related to this behavior in another Community post:

https://community...MoreLess

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Is it possible to have multiple current jobs in different accounts for one contact? E.g. a contact works for two companies (two accounts). One account will be the primary account, but the contact is not shown in the other not-primary account. We want to show the contact as a contact for both accounts.

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Dear Guido,

You can create separate detail in the contact section that will show connections between contacts and accounts if there are multiple...MoreLess

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How to integrate Squarefour landing pages with Creatio Leads and/or Accounts  and/or Contacts

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Dear Guido, 

 

As far as I know there are no known examples of such integration with Creatio. 

However, you can check these academy...MoreLess

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Hello,

We need to evaluate how to build a report to send using bulk mails monthly to customers.

The complexity is the report must have different typo of data, from different sources including also some graphs as you can see on the attached image,

Can I did it using some marketplace Creatio addon?

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Hello, Julio!

There is no such option by default, but here are some marketplace apps that may cover some of your tasks:

https://marketplac...MoreLess

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Hi,

I am facing an issue with object permissions and seeking verification.

I added 'Dashboards' section in a workplace available for multiple organizational roles and despite only one of them requires visibility and the rest not having any operational permissions in SysDashboard object, they are still able to see the empty section in their workplace. See below:

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Dear Kavian,

This issue could occur if users received some roles via role heritage. To find its source check carefully all roles to check if...MoreLess

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Hi-

So I made a script to pull data from the SQL log. I need to get that data to a local file. I started to set it on a timer- but then was at a loss on how to move the process any further. 

Any ideas out there? 

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Dear Heather,

So you made the script that takes the logs from the website database server through Creatio?  Could you please explain your...MoreLess

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Dear team,

Is there a way to send browser notifications (as seen in the image attached) through javascript? Our use case is that when our webservice receives a response from client, we use Message Channel Utilities to send message from server to client. When client receives the message, it should be able to trigger a browser notification

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Creatio does have a module named DesktopPopupNotification which you can use for this if you'd like. It can handle the request for permissions...MoreLess

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Dear team,

I have a SysUserSession table as a detail view. The usecase is that when a time zone lookup is changed, the SessionStartDate and SessionEndDate should change values to the selected time zone.

Is there a way to manipulate the data on UI level?

Thanks in Advance

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Dear Shivani,

All data in the database is stored in UTC format and it is displayed in UI according to the time zone specified in the user...MoreLess

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Dear community,

Using OOTB templates, an email is sent when case is resolved. The email is however delivered without Satisfaction level icons. Any help would be much appreciated. Please refer attached images for actual email being sent and template used.

Thanks in advance!

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Hello Shivani,

Thank you for your message.

Would you please check if your CSAT settings are set up in accordance to this article below:

https://academy...MoreLess

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