Email
synchronization
7.18

Hello Creatio Community !

When recieving emails, I have to constantly click the "Synchronise Email", in order to keep recieving the emails. Is this some kind of bug, or update issue ? Because emails in the system should arrive constantly without  clicking the "Synchronise Email".

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Hello Petrika,

 

In order to resolve the said issue, could you please contact our support team?

Please send us an email at support@creatio.com.

 

Thank you,

Artem.

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Hi community,

is there a way to set standard values for blocks eg. minimum value for spacer heights?

Thanks,

Jasmin

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Hi Jasmin,



Could you please elaborate more on your business task?



Best regards,

Bogdan

This also aplies to Letter spacing in text mosules ect.

Jasmin Hofstetter,

 

thank you for the clarification.

 

Unfortunately, it is not possible to set up standard values using system tools.

If this problem is crucial for you, we would recommend creating a separate case for the Support team to do it via development.

 

Kind regards,

Gleb.

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Email
warming
Marketing_Creatio
7.18

Hi community,

does anyone have experience with IP warming with elastic email? The standard throttling mode for warming up cold audience is set to 25 E-Mails per day for the first 3 days, than 50 for the next couple of days ect.. From my experience with other tools and ESPs the warming was a bit faster. I am aware that the limits can be set individually, I am wondering if any of you already tried to warm up a bit faster starting with higher thresholds.

Thanks for your input & have a great day,

Jasmin

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Email
.ics
Marketing_Creatio

Hi community,

I need your help for a customer project. The customer wants to send out marketing emails for event registration confirmation including a way to add the event to the calendar of the recipient by clicking on a link. Is there a way to create an .ics from a URL, or do you have any other ideas or best practices?

Thank you for your support

Jasmin

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Hi Jasmin,

 

The following functionality is not a part of the bpm functionality in the first place, it is mainly connected with the user's calendar app of choice. The main task here is to generate the following meeting link as something, that will trigger your end user's calendar app and create a meeting.

Moreover, the following functions cannot be done with the user tools, thus would require development.

Unfortunately, we don't have such implemented cases.

 

Best regards,

Bogdan

 

 

Has there been any update in the roadmap for this, often asked too

Damien Collot,

 

At the moment this idea is on hold and unfortunately we cannot provide any ETA on when it could be planned to be implemented.

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Email
Studio_Creatio_free_edition
7.18

I've setup my yahoo mail in creatio and I can send emails.

BUT in my "incoming" box in creatio I can't see any email! (looks like it won't sync).

BTW: I can see my sent emails the "outgoing" (so some sync did happen ! )

 

Any idea?  

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Hello Eran,

 

It's hard to say without access to the configuration of the website. Perhaps you have enabled specific folders for the synchronization and Incoming is not one of them.

Please contact Creatio technical support via email support@creatio.com so our team can assist you.

 

Best regards,

Bogdan S.

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attachments
Email

Hello Community!

I am using an Add-On, Send Email with Attachements from MarketPlace. When i try to Create an Activity (Email Connections) and then Save the Busines Process, the activity that I I created is not saved. Is there any Fix to this Bug ?

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Hello Petrika,

 

Please specify the Creatio product and version you are using so we can reproduce this issue.

 

King regards,

Ivan.

Hello Ivan,

Product Studio, Version 7.18

Petrika,



Hello Petrika!



The add-on does not support this functionality.

However, Creatio includes a similar functionality out-of-the-box since version 7.17.1.

I recommend using the standard "Send Email" element in business processes.

 

 

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case
Email
accountemail
Financial_Services_Creatio_customer_journey_edition
7.18

Dear Team

When a case is raised by a contact, then a confirmation mail of the case is creation is sent to the contact's email id as well as when the stage of the case is moved/resolved an email is sent. But the same doesn't happen when an account is linked to the case, though the account as an email [communication options] field value being provided. No email is sent to the account's email id but in the case processing tab —> system message, we are able to see the message but there is no "To" added to it and hence no mail is received by the account holder.

Also, we tried to add primary account to the account to check if the OOTB process picks up the primary account email id to send the mail for an account but the result is the same, no mail is triggered.

Question : is there a way to send a mail OOTB to account holder for case creation and other activities performed in the case.
Also, there are email templates for the contact referring Email’s only for case creation but didn’t notice any template referring to account.

Thanks in advance!

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Hi Amritha

 

Thank you for your question!

 

First of all, you need to add the 'email' field to the account's page as there is no such field as 'email' there (only communication options). After this, you can send a notification stated in this field using out-of-the-box functionality. It is possible to do it through the business process. It would be necessary to create a new one, which would read the newly created case, read its related account, and send the email to the mailbox which you mention as the primary one for this account. As for your second question, such templates can be created. They are not common as most of the time emails are sent to contacts or groups of contacts but not to accounts.

 

Best regards,

Anastasiia

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Email
outgoing
Sales_Creatio_enterprise_edition
7.18

Hello,

when you send emails from creatio the sender is always shown at the top of the record (here John Best):

it would make more sense, if the recipients of the emails were shown at this place.

Is that possible?

 

For incoming emails that is fine but for outgoing email it would be better to show the recipients here.

 

BR

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Hello,

 

I've created a logic that will display recipients specified in the "To" field of the email. Here is how it looks like on my end:

To achieve this I've performed the following steps:

 

1) Created a replacing view module in configurations and selected EmailItemSchema as a parent module:

2) Added the following code there (the implementation was created using the email body as an analog):

define("EmailItemSchema", ["BusinessRuleModule", "EmailConstants"], function(BusinessRuleModule, EmailConstants) {
	return {
		entitySchemaName: EmailConstants.entitySchemaName,
		methods: {
			getRecipients: function() {
				var recipientsList = this.get("Recepient");
				return "Recipients: " + recipientsList;
			}
		},
		diff: /**SCHEMA_DIFF*/[
			{
				"operation": "insert",
				"name": "RecipientsContainer",
				"parentName": "EmailMessage",
				"propertyName": "items",
				"values": {
					"itemType": Terrasoft.ViewItemType.CONTAINER,
					"items": []
				}
			},
			{
				"operation": "insert",
				"parentName": "RecipientsContainer",
				"propertyName": "items",
				"name": "RecipientsText",
				"values": {
					"itemType": Terrasoft.ViewItemType.LABEL,
					"caption": {bindTo: "getRecipients"},
					"classes": {
						"labelClass": ["message-email-text"]
					},
				}
			},
		]/**SCHEMA_DIFF*/,
		rules: {}
	};
});

3) Refresh the page

 

You can use the example above to develop your own logic if needed.

 

Best regards,

Oscar

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Hi Team,



Is there a way to use two different servers for IMAP and SMTP for on-premises deployment as below?



a)Consume the IMAP server available in the on-premise network.

b)Consume SMTP via AWS.



If there is a way to achieve this, kindly share the guidelines.







Best Regards,

Bhoobalan P.

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Hello Bhoobalan,



Thank you for your question!

Unfortunately, Creatio does not support using different mail servers for one mailbox.

 

As a workaround, you can set up multiple mailboxes that will use different mailing servers.

 

Best regards,

Artem.

Artem,

Thanks for the response!

 

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portal
portal users
Email
password
Service_Creatio
7.18

Hello

I am setting up a service portal for a client

During the tests I had strange behaviours in the password recovery process.

WHat I did:

Create a test portal users with the corresponding contact.

Go to the portal login page, then  link "forgot password ?" 

Enter test user portal login name. and enter > Error cannot send email.

 - When looking in the exchangelistener service logs, I see that it is trying to send the email to the "test user login" name instead of its contact.email!!

If I replace the test portal user name with its email then it works.

 

So it really means the system is using the portal user login name instead of it s email as recipient.

 

Did anyone notice this? 

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