Dear Vincent,

Thanks for your question. 

To display the number of cases registered by email, you may build the dashboard with a filter by Case Source and Case Category that were indicated in lookup "List of mailboxes for case registration". 

In case you wish to build the dashboard based on email from which the case was registered, please consider creating a column where the info about emailbox will be recorded and saved. 

If additional questions arise, feel free to get back to us. 

Best regards,

Anastasiia

Hello Ivan,

In a business process, you cannot know the previous value because a new version has already been saved. So as a workaround you can add a new column and save there an old value when saving an object. After that, you can deal with both new and old values in a business process. 

Bogdan,

Thank you, Bogdan! 

Hello Nicolas,

Since other email clients work as expected - it seems that the issue is limited to iOS and not connected to Creatio specifically.

I tried looking for similar problems on the web. Here is an example, perhaps you have a similar issue:

https://discussions.apple.com/thread/7491137

Best Regards,

Dan

Hello,

Patrice from the Nicolas team here.

This issue is not resolved from our side, so i tried to investigate a bit more about it :



I tried sending an email with attachment from Creatio, then read it from an iPhone.

Then sent  an email with same attachment from thunderbird.

The email sent from Creatio do no show the attachment, while the one sent from thunderbird works fine.



Having a look at the email source show some differences around the MIME structure :

the email sent from thunderbird has that structure :

Content-Type: multipart/mixed;

Content-Type: text/plain;

Content-Type: application/pdf;

The email sent from Creatio has that structure : 

Content-Type: multipart/related;

Content-Type: multipart/alternative;

Content-Type: text/plain;

Content-Type: application/pdf;

according to that documentation https://learn.microsoft.com/en-us/previous-versions/office/developer/ex…

it seems that Creatio should use multipart/mixed as root..

So depending of the email client, the attachment may show or not. 

I'm not 100% sure of this as i'm not used to that topic, but maybe it's worth checking ?

Best regards

Patrice

Patrice-ABPost,

Is the issue reproducing only on IOS?

Hello Bogdan,

yes, so far, there is no complains with other  platform..

Hi Sethu Raghav,

This add-on is free. Therefore, no license is required. Please verify that the anonymous service is set up according to the user guide.

Dear, the problem is that the approver MUST be a Creatio User, cannot be "any contact" like a customer, for example

Hi, can anyone help with this,

From what I have discovered and it is not documented, actually this addon is oriented to Creatio users, when they are not connected to Creatio, so they can make an approval.

Any idea how to extend this app to be able to send an approval request to a customer, for a quote, for example?

Thanks

Julio

Hi Julio,

It is a limitation (approver MUST be a Creatio User) not of this app, but the Creatio approval functionality.

Therefore, the responsible team can't extend the app to overcome this limitation.

Note that a Creatio user is a user of any type. You can consider additional user types for this task as well.

Hi Francine Braese,



Do those folders have access to be shown at CRM end?

Also, did you try to check the inbox for the mail synchronization confirmation?



BR,

BHoobalan Palanivelu.

Hello,
 

Most likely, the mailbox synchronization is unsuccessful, you can open the browser console on the Network tab, then open the mailbox settings, in "Network" you should see the GetMailboxFolders request that reads existing mailboxes from the mail server.
 

Check if this request completes successfully, if there are any problems, you will see the reason why the mailbox is not displayed in the "response" tab of the request.
 

You can also make sure that the synchronization is correct on the mailbox diagnostics page.
 

If the problem persists, please contact our support team at support@creatio.com.
 

Best regards,
Pavlo!

hi Anas Iyad Ahmad Ibrahim,



The mailbox account addition steps are drilled into a simple process.

1. Set up an APP password for the email account in the corresponding mail service provider.

2. Copy the APP password newly created.

3. When entering the mailbox id, give the password as copied APP.



https:/academy.creatio.com/docs/user/setup_and_administration/base_integrations/mailbox_setup/faq/mailbox_setup_faq

 

https://support.google.com/accounts/answer/185833?hl=en



Please ensure that the Email Listnere is setup if the instance is local environment.





BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

Thanks a lot, it works!

Hi Smit,



In order to work with the Creatio mailbox, the instance should be connected to the Email Listener service. 



SETUP: https:/academy.creatio.com/docs/user/on_site_deployment/containerized_components/exchange_listener/email_listener_synchronization_service

Tech Hour: https://www.youtube.com/watch?v=cwTI8pIa_5g&ab_channel=Creatio

Also, check the mailbox diagnostic tool







BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

I have run diagnostic tool, I'm Getting these errors.

please advise

smit suthar,

Yes, this is the root cause, the Email Listener Service is not running or the Application doesn't have an access to connect to the deployed micro-service.



BR,

Bhoobalan Palanivelu.

Bhoobalan Palanivelu,

ok well now its working thanks.

Hello, Antonio!

When you turn on the SMTP setting but turn off the IMAP setting, you can type the value for SMTP, and it will work fine in your case.

Don't pay attention to the fact that the switch is displayed in gray, in fact, it is turned on and you can continue with the setup.

Best regards,

Kate

Hello Susan,

Your business task can be achieved via custom business process. You'd need to use [Process file] and [Send email] elements to achieve this business task. 

More detailed information about these elements can be found on our Academy:

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

https://academy.creatio.com/docs/7-17/user/bpm_tools/process_elements_r…



Best regards,

Anastasiia

Hello Solem,

The emails on the timeline are only visible to the users, who have access to the 'can read/edit any data' operation permission.



Best regards,

Bogdan

Bogdan,

I saw the option and the Object "Activity" already has the user's role and Create/Edit/Delete are already check.



Regards.

Solem A.

Solem Khan Abdusalam,

Please find more information here.



Best regards,

Bogdan

Bogdan,

Work's like magic!



Thanks,

Solem A.