Hello Kavian, 

In the out-of-the-box version of the application, there is no such functionality.  Anyway, you can discuss the development and implementation of this kind of functionality during advisory hours and contact our manager for further questions.

About the basic functionality: there are two ways how Contacts can be synchronized. The first one is manual: for that you need to go to the Contacts section, click the 'Actions' button, choose 'Synchronize contacts' and select the 'Synchrinize now' option. 

The second option is using of automatical Contacts synchronization.

In this case system will sync contacts every specific interval of synchronization (for example, every minute). The interval (stored in minutes) for the synchronization can be changed in Mailbox synchronization interval system settings:

Even if you enabled the automatical sync process you are still able to sync Contacts manually.

Also in the following articles you can find more information about the synchronizing contacts with MS Exchange:

https://academy.creatio.com/documents/technic-sdk/7-16/synchronizing-contacts-ms-exchange?document=

https://academy.creatio.com/documents/administration/7-16/synchronizing-creatio-contacts-ms-exchange-and-microsoft-365-contacts

Best regards,

Roman

Roman Rak,

Thanks for your response. So correct me if I'm wrong, if an user delete a contact from CRM, that contact will not be deleted from Outlook (for example)?? However, if modified, those modifications will be applied, right?

Kavian Abhari,

Yes, you are correct

Hello Darian,

Kindly specify the Creatio product and version that you are using. This info will help us reproduce the issue.

Thank you.

Alexander Demidov,

Sales/Service Enterprise, version 7.16.3.1473.

Hello Darian,

Thank you for the information provided. I have reproduced the issue and submitted it to the responsible team. I will let you know of any updates.

Hello Darian,

This is to inform you that we have published the updated package on Creatio Marketplace. Please install the add-on and check for the updates.

Have a good day!

Alexander Demidov,

Thanks, looks good.

Dear Hatim,

I’ve implemented the same functionality on my local instance and it worked properly. Unfortunately, it is hard to determine the root cause of the issue without having an access to the instance.

However, I can recommend you to do the following things in order to resolve the issue:

1. Please check that a package that contains a replacement class has a dependency for the package that contains the replaceable class.

2. Please try to compile the application (the “Compile all” action).

Best regards,

Norton

Dear Mitch,

In order to implement the required functionality please do the following:

1. Create a replacing client module for the “OpportunityPageV2” schema. Please find more information about it in the article by the link below:

https://academy.creatio.com/documents/technic-sdk/7-16/creating-custom-client-module-schema

2. Add the following code to the schema:

define("OpportunityPageV2", [], function(){

    return {

        attributes: {

            "Client": {

                    "multiLookupColumns": ["Account"]

            }

        }    

    };    

});

3. Save the schema and enjoy the result:

Best regards,

Norton

Dear Ernesto,

Currently PDF converter is not available for all relatively new instances. If your websites databases are quite old and you already have Aspose package in advanced settings - it is possible to use PDF. If that is the case - it is necessary to update the package. In this respect - please approach the support team to update the Aspose pacakge to make the PDF converter working again.

Regards,

Dean

Dear Marcin,

Unfortunately, there are no other ways to limit data export. We already had multiple similar requests  from other customers and our R&D team has in plans to implement more flexible data export administration.

Therefore it will be available in future application versions.

As for now your business task can only be implemented with the help of development.

Regards,

Dean

Dear Ricardo,

If you want to develop the customization only for the Contact and Account objects, then I think that the dependency from the “UIv2” package should be enough.

If you want to develop the customization for some other base objects, please use the dependency from the “ProductCore” package.

Best regards,

Norton

Hello Heather, 



Hope that I understand your question correctly. 

If you want to save your custom content block you can simply use the save button on the right side of content block created in email designer by clicking on the 3 vertical dots and then on the save icon.

After that, the saved block will be available in the content library and stored in the object called "MJML User Block Library".

In order to simplify interaction with your templates you can create a lookup based upon this object so you could see all the templates of content blocks created. 



Kind regards,

Roman

Hi Julio,



We have successfully reproduced the issue that you encountered and reported it to the responsible team. We are waiting for the team’s feedback and will notify you of any updates.



Thank you!

Alexander Demidov,

Thanks Alexander :-)

Alexander Demidov,

Good morning Alexander, did you know if there some news about this issue? We're on a POC to a bigger University and it's very important to us this functionality.

Hello Julio,

We have received the feedback. Unfortunately, there is no way the responsible team can develop these features in the add-on. However, they made the add-on available for shared development - https://github.com/Creatio-labs/advanced-list-setup.

Hope this helps, 

Have a good forthcoming weekend!

Svetlana Kobizka,

Hello, we are not asking to develop new features, just the provided ones, to work, or retire the app from Marketplace, I understand somebody certify them to works

Hi Julio,

We will ask the responsible team if they have any updates on the issues mentioned above. We will also relay your request to the Marketplace team to check the functionality of the add-on.

Hopefully, this helps.

Thank you!

Alexander Demidov,

Thanks Alexander

Alexander Demidov,

Hello, have any news about this issue?, please help!

Hello Julio,



The responsible team is currently unable to fix the issues mentioned above. The marketplace team has removed this add-on from Marketplace.

Alexander Demidov,

Hi Alexander, yes I saw it was removed :-( I'm sad, it's a good a necessary tool, just to correct the fails. Did you know if they consider to improve it? or be part of the producto core? 

Hi Julio,

Currently, the responsible team is committed to other tasks and is unable to extend the same level of commitment to improving the add-on. That said, we have relayed your request for this functionality to the product core team.

Have a good day!

Multiply your decimal by 100. (0,2156 * 100 = 21,56)

 

Hi Julius, thanks, but my question is how to format the decimal to a percent I need to display no just 21,56 I need 21,56%. Thanks again

Create a text field like UsrPercentage and make it a calculated field off of the percentage field. Use the following code inside of the desired page schema, but change UsrPlaceholder to your percentage field.

        attributes: {
            "UsrPercentage": {
                dataValueType: Terrasoft.DataValueType.FLOAT,
                dependencies: [
                    {
                        columns: ["UsrPlaceholder"],
                        methodName: "calculatePercentage"
                    }
                ]
            }
        },
        methods: {
            onEntityInitialized: function() {
                this.callParent(arguments);
                this.calculatePercentage();
            },
            calculatePercentage: function() {
                const decimal = this.get("UsrPlaceholder");
 
                const percentage = decimal * 100;
 
                this.set("UsrPercentage", `${percentage}%`)
            }
        },

This code does not handle percentages being converted back to decimal, so preferably this percentage field will be read only.