Email
s-mime
Sales_Creatio
8.0

Does Creatio allow to sign outgoing e-mails with S/MIME?

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3 comments

Hello,

 

Unfortunately, at the moment, there is no mechanism for signing outgoing emails in Creatio.

 

We have registered the request for our development team to evaluate the possibility of implementing such a mechanism in future releases of the application.

 

Thank you for helping us make our product better!

Best regards,

Pavlo.

Thank you for the reply :)

Dawid Brezwan,

Thank you for your question. We would like to inform you that our development team is currently working on the request to add the functionality you specified. At the moment, we do not have a specific ETA for the implementation of this functionality, but we do our best to add it in future releases of the application.

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Email
case
Shared_Office_365_Mailbox

Hello Community, 

I have a client who has several shared mailboxes synchronized. Currently, two of them are parameterized for sending emails:

- One is used for customer communications 

- The other is used for communications with the partner

Whenever an e-mail is created from a case or an e-mail is replied to from within the case, "From" takes over one of these mailboxes by default. For example, when replying to an email from the partner, we want the "From" to be with the mailbox synchronized for communications with the partner, but it always assumes the other one for communications with the customer and we have to change it manually. 

Is there any way of dynamically changing the "From"?

 

Thank you. 

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1 comments

Hi,

 

Unfortunately, it is not possible to achieve this with basic methods; development methods need to be applied.

 

We have also registered a request for our development team to evaluate the possibility of dynamically populating this field in future versions of the application.

 

Thank you for helping to make our product better.



Best regards,

Pavlo!

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Email
Studio_Creatio
8.0

Hi,

How can I restrict the "send mail" action so that for all processes, e-mails can only be sent to addresses with a specific domain, and if another domain is used, a pop-up with an error message appears when saving the process?

 

Thank you.

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1 comments

Hi Ivan,

 

Unfortunately, it's not possible to display a pop-up showing an error message when attempting to save a process that is restricted to a specific domain. However, you can achieve something similar by implementing your business process logic.



For example, you can store an email address in a parameter and check if the email address contains a specific domain. If it doesn't, you can change the parameter to an empty value. Then, uncheck the "Ignore errors on sending" option in the "Send email" action to display a pop-up if any errors occur. This way, you will receive a pop-up with an error message because having a different domain in the email address will result in an empty recipient, which leads to an error.



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Email
signature

Hello, everyone, 

Can anyone help if it is possible when we have a shared mailbox that is going to be used for sending e-mail the signature of the e-mail is different based on the user who is sending the e-mail? 

We have managed to set up a signature per mailbox, but what we want is for this signature to be by user. For example: 

* User A: send an e-mail from the shared mailbox with his signature. 

* User B: also sends an e-mail from this shared mailbox but with their signature. 

Is this possible?

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3 comments

Hi,



Unfortunately, it is not possible to do. Direct replies should contain some template with macroses in case you want to change the signature for each user who needs to use this shared mailbox to perform direct replies. You can create a simple template containing a signature only, which will be different for different users.  



We've registered it in our R&D team backlog for consideration and implementation in future application releases. Once this task is completed, we will inform all our clients and customers in release notes available on our Academy.



Thank you for reporting this issue to us and helping us improve our application!

Sergii Zhmurko,

Hi , 

We are using Email signature per user basis , but now the problem is its adding extra indentation into the signature when send per line , is there any way to edit email signature css or some reference where can i find it  .

Good day, 

The only place to edit the signatures per mailbox are in the maiblox settings:

signature

More information can be located in this article on Creatio Academy.

 

Additionally, layout, including the signatures, may be affected by the email client (see more).

 

Unfortunately, the only options to tailor CSS and HTML at this moment is in marketing emails or email templates.

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I have locally installed the creatio environment + downloaded the zip archive and setup the email service

 

Install and run Email Listener:

  1. Open the directory to deploy Email Listener on the server dedicated for the service.
  2. Download and unpack the archive that contains the setup files to the directory. Download the archive.
  3. Open the / Creatio Email Listener component directory and run the following command:

docker-compose up -d

 

Executed the above command. I was able to add the email account + other configuration but when I run the diagnostics,  I do face the error as attached, how to resolve it?

 

I tried checking the Email Listener log 

 

2023-12-14 19:18:46,098 [105] WARN NT AUTHORITY\SYSTEM Warn - mailbox account@gmail.com synchronization settings not valid

 

I also do not see any email listed in the notification icon -> Mail.

 

Creatio is able to successfully send Creatio test message email from the diagnostic page.

 

 

2023-12-14 19:13:46,080 [106] DEBUG NT AUTHORITY\SYSTEM DebugFormat - ListenerServiceFailHandler started

2023-12-14 19:13:46,080 [106] DEBUG NT AUTHORITY\SYSTEM DebugFormat - ExchangeListenerManager created

2023-12-14 19:13:46,097 [106] WARN NT AUTHORITY\SYSTEM Warn - mailbox account@gmail.com synchronization settings not valid

2023-12-14 19:13:46,097 [106] DEBUG NT AUTHORITY\SYSTEM DebugFormat - Events subscription for 882c1561-***-****-****-******** mailbox created

2023-12-14 19:13:46,097 [106] DEBUG NT AUTHORITY\SYSTEM DebugFormat - Failover synchronization of account@gmail.com started

2023-12-14 19:13:46,097 [106] WARN NT AUTHORITY\SYSTEM Warn - mailbox account@gmail.com synchronization settings not valid

2023-12-14 19:13:46,097 [106] DEBUG NT AUTHORITY\SYSTEM DebugFormat - Failover synchronization of account@gmail.com initialization ended

2023-12-14 19:13:46,097 [106] DEBUG NT AUTHORITY\SYSTEM DebugFormat - Email synchronization process for 882c1561-***-****-****-******** mailbox created

2023-12-14 19:13:46,097 [106] DEBUG NT AUTHORITY\SYSTEM DebugFormat - ListenerServiceFailHandler ended

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1 comments

Hello,

 

I kindly request your attention to a post where a similar issue was discussed.



https://community.creatio.com/questions/exchange-listeners-806



 It is also crucial to ensure that the release version of the microservice is being used (Please note that to deploy a new version of the microservice, you need to contact Creatio technical support to grant you access to the repository).

 

Regarding the warning "mailbox account@gmail.com synchronization settings not valid," please check that the needed folders are chosen during folder synchronization. (in case you are syncing mails from the folders)



Try stopping the mailbox synchronization in the mailbox settings and restart it by reconfiguring the synchronization parameters.

 

Such issues may arise due to the specifics of deploying the local environment and may depend on other factors.

 

The best way to ensure that everything is configured correctly is to send an email from the system.

If emails are sent and synchronized successfully, you can ignore the error as it is not related to the email sending functionality.

 

Best regards,

Pavlo!

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system settings
Email
Studio_Creatio
8.0

i was sending an email does anyone know how to solve this issue.

Failed to send a message. The following error was received: vhalloyd@gmail.com: The system setting “ExchangeListenerServiceUri” is not populated. Please contact your system administrator.

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1 comments

Hello,



If you are referring to your local website, you need to deploy the 'Exchange Listener synchronization service' to send emails.

 

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Email
Sales_Creatio_team_edition
8.0

Hi all,

 

We are trying to send an email from a business process, but we notice that we have to set Mailbox first. When we tried to enter the email, we encountered this error.

 

What should we do?

 

Regards,

David.

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4 comments
Best reply

David Chandra,

 

Please contact support team to get credentials to the repository.

Hi David,

 

If it's a local website you should deploy an Email Listener synchronization service.

Bogdan,

I'm trying to follow your suggestion.

However, I encountered an error when trying to deploy the docker-compose.

 

root@server03:~/downloads/docker-compose# docker-compose up -d

Building with native build. Learn about native build in Compose here: https://docs.docker.com/go/compose-native-build/

Pulling ListenerAPI (registry.creatio.com/emaillistener:1.0.17)...

ERROR: Head "https://registry.creatio.com/v2/emaillistener/manifests/1.0.17": no basic auth credentials

 

It seems that the image cannot be downloaded.

David Chandra,

 

Please contact support team to get credentials to the repository.

Bogdan,

I managed to make the EmailListener work by using docker.

Thank you for your help.

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Hi all,

 

Please kindly advise if there a way for us to not show [#UsrText#] in email template/ report when the field is empty

sa

Many thanks

 

 

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1 comments

Greetings,



As for now the only way to check if the macros has no data inside it is to manually select a template in the email editor and see which data is populated for the user or not. Also in case you are using some information on the record you need to check if all the records have values in the columns that are used as macro sources. Unfortunately that is all for now, but we have already posted our R&D team to improve this functionality in the future.

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DynamicCase
Email
Service_Creatio
8.0

Hello all,

 

I am trying to configure an email element in a dynamic case but when I try to select from a main record column so that I can send the email to the contact who submitted a Case, I am unable to select the contact's email to add in the email element. How can I assign the email?

 

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1 comments
Email
List View
Sales_Creatio

Hello all!

 

I try to get a list of all synchronized emails in creatio (for searching, grouping etc.). The standard activity-section doesn't display emails it seems (https://community.creatio.com/questions/email-type-activities-section).

 

How can I setup a (new) list view to display all email activities or how can i modify the filter in the activities view to also contain all emails?

 

Thanks,

 Christian

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4 comments

Hello Christian,

 

You can check this add-on https://marketplace.creatio.com/app/mailbox-section-creatio.

 

BR,

Jelena

Jelena Nikcevic,

Thank you!

 

I installed the addon but adding it to my workplace does not work. the section disappears instantly after adding.

Hello Christian, 

 

According to the basic logic of the Activity section, it doesn't contain activities with a  type "email" and "call" in order to not overload activity section with tons of emails/calls.

In case you need to check only one particular email or a few of them, you may simply find this email in the Communication panel.

Also, you may apply changes to the emails with a help of custom business processes or directly in DB. 



Alternatively, as mentioned by Jelena, you can use a corresponding marketplace add-on, that lets you manage emails in the pre-configured Mailbox section.



If the installation of the add-on was successful, please try to re-login to the site, clear your browser cache and add the section to a workplace once again. 



Best regards,

Anastasiia

Anastasiia Zhuravel,

Yes, I know that the activities section doesn't display emails, that is my original problem.

I also know the communication panel but searching for particular information in emails is still not easy (and I have installed the addon available for searching emails already).

 

Installation of the mentioned addon was successfull, I always test afterwards in privacy mode so still no success.

 

Best regards,

 Christian

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