Email
attachment
Sales_Creatio_enterprise_edition
7.18

Dear,

Is it possible to join documents uploaded on Creatio to an email ?

We would like to store files in Creatio and use them into email attachments (without downloading them into computer).

Thank you !

Nicolas

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Email
attachments
Business Process

Hello Community,

I would like to read incoming email attachments ( attachments are pdf files), in a business process.In which objects are they stored , and how to read the attachments to further process them.

Thanks in advance !

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Best reply

Hello Petrika,

 

Thank you for your question!

 

All files are stored as binary data in the "data" column of the object. Each one is stored in their own column, for example, 'ActivityFile'. As for the business process, the object can be processed with the Process File element. Please, refer to the article below for more information:

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

 

Thank you.

 

Kind regards,

Anastasiia

Hello Petrika,

 

Thank you for your question!

 

All files are stored as binary data in the "data" column of the object. Each one is stored in their own column, for example, 'ActivityFile'. As for the business process, the object can be processed with the Process File element. Please, refer to the article below for more information:

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

 

Thank you.

 

Kind regards,

Anastasiia

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email templates
Email
Business Process
Marketing_Creatio
7.18

Hi Everyone, 

 

I am trying to send emails with custom templates but the tool of the process designer won't show me my custom templates.

Anybody has any idea about the issue?

thank you in advance !☺

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Hello Federica,



Please contact our support team for further investigation: 

support@creatio.com

 

Best regards,

Bogdan

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Please help!

Thanks

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5 comments

Hello Chani,

 

Please check this Marketplace solution. I believe it has the exact functionality you are looking for.

 

Best regards,

Bogdan 

Bogdan,

Thank you but I guess I wasn't clear.

I don't need to attach attachments to the email, I just need to connect the email to the contacts that get it. So I'll be able to go to the contact in Creatio and find the email through the history tab.

Chani Karel,

 

Unfortunately, it's not possible to implement using out-of-the-box functionality



Best regards,

Bogdan

Hi Chani Karel,

I think what you want is a default feature in the "Send email" element since 7.18.2.

1. If you select the sent method as "Send email automatically", check the checkbox "Create activity".

 

2. The "Email Connections" will show after step one. Click on the "+" sign and depend on situation add your section you would like to connect this email.

 

In step 2, you do not have all the sections you can connect. But for contact it should be in your list already.

 

Once you configured these steps, after the email has been sent, you should be able to see them from history tab.

 

Hopefully, this will resolve your problem.

 

regards,

 

Cheng Gong

Cheng Gong,

Thank you so much!

It's is a default feature. I just didn't know where to look in the contact emails.

 

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send
Email

Hi All,

 

We have a scenario we have we have to send email from from owner's email address to all case records. 

 

Example : Case A should received email from Agent assigned to the case about status update and case b will have different agent and email should go from the agent b's email address .From address should be AGENT'S email address 

 

Is this possible currently in creatio?

Regards,

Sethuraghav N

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Hello Sethuraghav,

 

Thank you for your message!

 

Could you please describe this in more detail as the question is not quite clear from your post? Please, provide more information on this functionality and how you would like to apply it in real life?

 

Thank you in advance.

Anastasiia

Anastasiia Lazurenko,

 

In the attached screenshot you can see leads with different owner . Lets say i want to send email wishes for chritsmas to all the contacts in the lead . I will write a process for this and in email element in the From the field it should dynamically take the owner's email address with to field being the contact's email address . 

 

Hello,

 

Thank you for explaining!

 

You need to create three Read Data elements. 

The 1st (ReadData1) one reads Lead record, columns Owner and Contact, 

The 2nd (ReadData2)  and the 3rd one (Read data3)  read Contact. Email where id = ReadData1.Owner and ReadData1.Contact respectively. 

Then, you'd need to pass the results of ReadData2 into "From field"  and ReadData3 to "To" field in "Send Emal" element.

 

Kind regards,

Anastasiia

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Hi guys,

 

I'm trying to configure a gmail account to send/receive emails in Creatio v 7.18.2.1236

Installed the exchange listener successfully and after associating a gmail account I can see incoming emails but send email is not working.

 

Running the diagnostics, everything is green until I check the "Send test email" checkbox. That step is the only one failing saying 404 Not found (see the image below).

 

How can I troubleshoot this issue?

 

BTW, the diagnostics screen is different than the one shown in the guide here . In the guide ExchangeListenerEnabled, EmailIntegrationV2 and SendEmailsV2 feature states are shown. In mine OldEmailIntegrationFeature and IsMailboxSyncSettingsCached are the ones shown. Is it related?

 

Any help would be really appreciated.

 

 

 

 

 

 

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Solved the Issue. The problem was the Exchange Listener version I was using.

If you see in Listener Status result in the image above, the version I was using was 0.7.1.

Installing 0.8.68 did the trick. Creatio was probably requesting a url that was changed from 0.7 to 0.8.

 

Thanks!

Dear Andres,

 

Thank you for your question!

 

The ExchangeListenerEnabled, EmailIntegrationV2 and SendEmailsV2 features are not required anymore in the Creatio version 7.18.2.1236, so this is expected.

 

In regards to the 404 error, could you please check if your GMail server settings are correct?

 

Here are the OOTB settings specified here:

  

 

You can refer to these Academy Articles on how to set up your mailbox and a mail server:

1. https://academy.creatio.com/docs/user/setup_and_administration/base_int…

2. https://academy.creatio.com/docs/user/setup_and_administration/base_int…

 

 You may also find useful the GSuite application registration Article:

https://academy.creatio.com/docs/user/setup_and_administration/base_int…

 

 

Hope this helps!

 

Thank you!

 

Regards,

 

Danyil

 

Danyil Onoprienko,

 

Just double checked email account configuration, Gsuite application and system settings values and everything seems to be fine. Suggested guides are the ones I used.

 

Something else I saw is that if I try to send an email directly from Creatio, the error message is different than the diagnostics page: 

 

 

The listener status seems to be fine, I'm able to see the email account configured:

 

 

Emails inbound synchronization is working and latest emails are downloaded to Creatio.

 

Thanks for your help!

Andres

 

 

 

 

 

Andres Arrigonni,

 

Thank you!

 

Could you please let us know if you have any Firewalls that could block content?

Also, could you please let us know if the server where the ExchangeListener is set up is available (and open) to the world?

 

Please check if there is nothing blocking the ExchangeListener server.

 

Looking forward to your response!

 

Thank you!

 

Regards,

 

Danyil

Danyil Onoprienko,

 

- I just disabled Firewall in the server where Creatio is installed. 

- The server where ExchangeListener is installed is available and accesible form the server where the Creatio installation is.  (the image I pasted showing ExchangeListener status was taken from the server where creatio is installed)

 

Reading the network requests when sending email, the error is showing a description of 404 Not Found in all cases.

 

How can I get the full url that is not able to find? The error logs are not showing which is the url not found.

 

Thanks!

 

Solved the Issue. The problem was the Exchange Listener version I was using.

If you see in Listener Status result in the image above, the version I was using was 0.7.1.

Installing 0.8.68 did the trick. Creatio was probably requesting a url that was changed from 0.7 to 0.8.

 

Thanks!

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Email
#BusinessProcess
reply
Thread
Sales_Creatio
7.17

Hello community,

 

Let’s say I have sent an email to a contact about a webinar. After some days I want to follow up  to this email. Is there a way to replyall or reply to that email instead of sending a different mail? The requirement is to have a single email thread instead of sending multiple emails about same thing. How can I achieve this through business process?

 

Thanks in advance!

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Hello Shivani,

 

Basically we don't have such functionality in our system. Alternatively, you can read the body of the letter that arrived (if it is available in the process) and, through the parameters, throw it into a new letter. It's essentially just working with parameters. 

 

Please also note that our core R&D department has a suggestion registered on their side to make possible send an email in single thread via business process in further releases. 

 

Thanks for the great idea!

 

Regards, 

 

Bogdan L.

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Email
Macros
Sales_Creatio
7.17

Hello community,

 

We have a use case where a lead owner needs to perform certain approval tasks. The task can be approved or rejected. Is it possible to send an email to that contact with approved, rejected buttons and store the result of whichever button the email recipient clicked in creatio?



 

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Hello Shivani,



Unfortunately, it is impossible to implement your business task, as for now.



But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Bogdan,

Thank you Bogan. I was wondering if this could be replicated using OOTB Case feedback process which sends the satisfaction smilies. If we tried tot replicate this, would we require a SysPortal user license??

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Email
TemplateEmail
Sales_Creatio
7.17

Hi everyone

I am having a warning when i'am editing my template, the warning is 

"Email template contains tags "u" not supported in HTML5. This can lead to incorrect display of email template in some email clients. Please change the template using css styles"

but really i am not using any tag "u" .

Is there any way to debug this?

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Best reply

Dear Carlos,



This warning should not influence anything, you can still send these bulk emails but there can be some issues with displaying them in different mail providers as the tag "u" (underline) which is used in your bulk email is deprecated.

Our recommendation is to use the CSS "text-decoration-line:underline" style instead of in places where underline is needed.



In case you didn't add any HTML blocks manually, a block with this tag could be generated automatically, and if you didn't add unsubscribe link and clicked on add it after trying to save the template and receiving the notification message about it.  

In that case, simply delete the automatically added block with unsubscribe link and replace it with the one available in the block library.

 

Best Regards,

Ivanna.

Dear Carlos,



This warning should not influence anything, you can still send these bulk emails but there can be some issues with displaying them in different mail providers as the tag "u" (underline) which is used in your bulk email is deprecated.

Our recommendation is to use the CSS "text-decoration-line:underline" style instead of in places where underline is needed.



In case you didn't add any HTML blocks manually, a block with this tag could be generated automatically, and if you didn't add unsubscribe link and clicked on add it after trying to save the template and receiving the notification message about it.  

In that case, simply delete the automatically added block with unsubscribe link and replace it with the one available in the block library.

 

Best Regards,

Ivanna.

Ivanna Yatsura,

Hi Ivanna 

the html editor embedded into the email designer allows the user to use the unsupported "u" tag.

This fact disorient the end-user

 

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exchangelistener
Email
Mailbox_synchronization_interval
emails
7.17

Hi Team,



I have completed the Exchange listener synchronization following the academy article

https://academy.creatio.com/docs/user/setup_and_administration/on-site_deployment/containerized_components/exchange_listener_synchronization_service

Note: I have deployed the Exchange Listener synchronization service in Docker



But, the mails are not loaded and when new mails received also not reflected in Creatio CRM (I tried manual email synchronization also),



1.Mail account added

P.S. I tried "Synchroniztion email" also and there is no much mails in my email id too.

 

2.Run Diagnostics is Successful



 

3. when I tried to make sure the ExchangeListenerService anonymous service is available at [ Creatioapplication address ]/0/ServiceModel/ExchangeListenerService.svc --> I had provided my creatio hosted site instead of [creatioapplicationaddress]. I get the below screen,

 

Clarification: If we continue to do this setup in On-Premise, we have to perform the same docker setup and installing the Redis & ExchnageLister into a docker container in Application server if I'm right.



Kindly let me know what else has to be done in the setup to recieve the mails to Creatio CRM





Regards,

Bhoobalan P.

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Hello Bhoobalan,

 

Please send the email with the same description and subject to our support mailbox (support@creatio.com), so we will be able to check this request with more details.

 

Additionally please attach the logs for the day when the issue appeared (here is the example of the path where the log can be found: C:\Windows\Temp\Creatio\your_site) and screenshots from the web browser developer console and network tab for the moment when you try to run the "Synchronize email" operation. Also please add the screenshots of the mailbox configurations (for bhoobalan@live.com and bhoobalan007@gmail.com mailboxes).

 

Thank you in advance.

 

Best regards,

Roman

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