I need to have the total price with tax (Quebec taxes) but it doesn't work. I can see the tax amount but it's not added to the total amount of the order.
1. I defined the tax value in "Taxes lookup" (See screenshot)
2. I have Price includes taxes set to have the tax in the total
3. I defined quebec taxes as default tax in system settings
Seems that due to your business task you need to disable the system setting. Please disable the system setting, relogin to the system, create new order, add a product there and check the result.
1. Where can we have access to emails using the mobile app
2. Same question about changing lead or opportunity stages, We don't see them in the mobile app. How can we have the same view of stages in the mobile app as in the web page.
1) As far as I know, the mobile app is not the best option for working with emails since email app could handle this task much better. You can create a detail from the activity object to view them. If you want to send emails it will be better to use mailbox application.
2) To see or edit stages you can add "stage" field to the edit page in the mobile app. If you mean DCM panel then, unfortunately, this functionality is not supported, however, this functionality may be added in the upcoming releases
I'm trying to introduce a method that when selecting an element from the grid, it saves the id of an attribute in a variable I created and when I delete that same record it has to start a process.
However, when I run all this pops up this error.
This is the code i implemented in order to achieve this.
You're actually getting ConfigurationGrid loaded into the ProcessModuleUtilities param since it's the first AMD module listed, which will go into the first param. You need to change the order to this:
You're actually getting ConfigurationGrid loaded into the ProcessModuleUtilities param since it's the first AMD module listed, which will go into the first param. You need to change the order to this:
If we change the status of an activity to closed, it still shows up in the related account as not completed (in the DCM part). How do we make the system see these activities as closed?
Right now they only dissapear when they go to the account and click complete.
I tried looking at the complete request in the network console, but all I see is that it sets the activity status to the same status it had before: https://prnt.sc/rj40so
Not really. We have created a second lookup that is more granular and maps to the Activity.Status in client code. When they select a value from this lookup, we set Activity.Status behind the scenes. However, when I check the database after these operations, Activity.Status is set to Closed.
This is the same status that I can see being used by the Dcm module. We want to have the same behaviour as when you would click the complete button in this screen: https://prnt.sc/rj5a24 and then click save.
In order to provide you with a proper solution, please tell us how the “_createLookup” function works. I could not find the source code of the function, so it should be your custom function. Looking forward to your reply.
Right now when I make a rule, my users can click past the screen that tells them they are making a duplicate. I want to make one of the contact rules not overridable. I don't see how to do that on the duplicate rule set up screen.
It is not possible to prevent users from ignoring this message. The only option is to run the duplicate search later to find all duplicates created by users and merge them.
Unfortunately, there is no such feature that would prevent the users from editing some particular duplicates search rule. However, you can restrict your users from accessing the rules section. You need to remove the user from CanManageDuplicatesRules operation permission. After that, when trying to access the duplicate search rules section, the user will not be able to open it and will see this notification:
Note, if your different user is a member of the System Administrators role, he will still be able to access the section since it is not possible to restrict the administrators access level.
I'm not worried about someone editing my rule. I am trying to make users stop making duplicates.
Right now when the system senses a duplicate - it creates a pop-up that says its a duplicate. My users have two options at that point. They can keep going and still create the duplicate or go back to the starting screen. I don't want them to be able to ignore the duplicate warning.
It is not possible to prevent users from ignoring this message. The only option is to run the duplicate search later to find all duplicates created by users and merge them.
I'm using CRM Version 7.15.3.1649(latest) cloud login and installed 'Zoom Meeting Connector for Creatio' plugin before meeting schedule as well. (Sales --> Activities -->New Task)
I created the task with 'Create Zoom Meeting' and once it saved this error is popped up 'Unexpected character encountered while parsing value: <. Path '', line 0, position 0.' as in below screenshot. Could you please help me to fix the issue.
the error has appeared in the 7.15.3 version. Zoom users weren't automatically imported to Creatio and a Zoom meeting can't be exported correctly. Please use the Creatio product of the 7.15.2 version. The responsible team needs time to fix the issue on the 7.15.3 version.
I get this often as well, always with this specific add-on (the Excel reports package). I always play around with it and eventually get it to work where I can add it to a workspace, but never really sure how to get it to work. Hoping to se reply on this.
please specify the Creatio product and version to reproduce the issue. Try to add first any basic section to the workplace and after that the 'Excel reports' section.
Is there a way to apply CSS styles for this type of Dashboard?
I want to change the color of the field represented in the screenshot above, but I couldn't find the right methods to do it. Any idea on how to implement this?
