Dear Francois,

Unfortunately, it is not possible to use each email from contact or account as only 1 (primary) can be used upon Bulk Emails or Campaigns.

Best Regards,

Ivanna Yatsura.

From the Out Of The Box...That's what I thought.

Let's see if the following works : 

- If I put all my Emails in the LEAD section.

- If I CREATE a UNIQUE contact record for each LEAD (EX:    first name = Communication Profile   and  the lastname = of John Smith)

- If I CREATE 2 custom lookup fields (Ref-Contact and Ref-Account) in the LEAD Section

- For each LEAD...I assign the proper Contact/Account using the custom lookup fields

- If I CREATE a  custom lookup field in the LEAD object to categorize what I can send to that Email  (Promo, Invoice, Order confirmation, Newsletter,...)

I should now be able to create a Bulk email or Campaign,  assigning any LEADS into the audience and still have access to the CONTACT or ACCOUNT data associated to the LEAD.

The TRACKING of all Emails should be visible in the LEAD Section.

Is there anything wrong in this logic ?

Ivanna Yatsura,

Can you validate my proposal ?

Francois Breault,

You are thinking in the right direction. What you have described should work just fine.

As for the "Tracking of all emails visible in Lead Section". Could you please elaborate a bit on this question?

Max,

 I'd like to display when the contact has RECEIVED the message, OPENED it. CLICKED in a link, REGISTERED from a webform, DOWNLOADED a file.

Francois Breault,

It's possible to do this through development. 

Here is a link to the Academy article about setting up tracking of lead sources that you might find useful.

Hello Rick!

In order to change the subject lines for emails sent from a Case it is necessary to replace EmailMessagePublisherPage model in Configuration and in setListenerEmailData method to set the value of "IsTitleEnabled" to true. Please check the attached image with the solution to this problem.

Best Regards,

Tetiana Bakai

Thank you

Tetiana Bakai,

That worked for being able to actually edit the subject line, but when the email gets sent, any changes made to the subject line are discarded and the default subject line is used regardless.  Do you know how to change that?

Thanks!

Chris

Hello Bhoonalan, 



Please enable Features CasesOnlyRespondToSender  and SendOnlyToContactEmail .  For MSSQL, use following script:



DECLARE @featureCode varchar(max) = 'Feature code',

 @featureId uniqueidentifier;

set @featureId = (select top 1 Id from Feature where Code = @featureCode);

IF @featureId is null

BEGIN

 insert into Feature

  (Name, Code)

 values

  (@featureCode, @featureCode);

 set @featureId = (select top 1 Id from Feature where Code = @featureCode);

END;

delete from AdminUnitFeatureState where FeatureId = @featureId;

insert into AdminUnitFeatureState

 (SysAdminUnitId, FeatureState, FeatureId)

values

 ('A29A3BA5-4B0D-DE11-9A51-005056C00008', 1, @featureId);



This script enables the feature , or creates the feature if it's not created on your instance 



Also, please enable sysSetting AutoNotifyOnlyContact.



Best Regards,

Yurii.

Yurii Sokil,

Thanks for the response!



I ran this query but I couldn't find the following two codes casesOnlyRespondToSender  and SendOnlyToContactEmail  in Feature table & AdminUnitFeatureState.



Kindly help me with where can I find the mentioned field values?

1.CasesOnlyRespondToSender  

2.SendOnlyToContactEmail  

Dear Bhoobalan, 



If you cannot find this codes, it means that the record for that feature doesn't exist in the Feature Table. 

Using the query i provided you can update the feature if it exists, or create it if it doesn't. So in your case the query will look like this(i'll only show the relevant piece of code, please use the full query mentioned above) : 



DECLARE @featureCode varchar(max) = 'casesOnlyRespondToSender',

.........

DECLARE @featureCode varchar(max) = 'SendOnlyToContactEmail ',

 ...........



Best regards,

Yurii.

 



​​​​​​​

Yurii Sokil,

Great, Appreciate your assistance!



This helps and also can you please help me with reverting the changes to the previous or existing ones.

Hi Mayan,

You can either change the value for the BulkEmailHourlyStatisticPeriod system setting (this is a system setting code), or you can create a filter in the Contacts section and specify time periods you need. The object to call in the filter is "Response in Email (by column Contact)" and the filter is something like on the screenshot below:

Best regards,

Oscar

Hello,

It is necessary to use this filter to use this filter:

Regards,

Dean

Hello,

The macros take the actual value in the database. If you have 10,000,000.00 on UI, in the db you will have 10000000.00. That's why macro value has no separators. Currently it is not possible to add comma separators in macros. We have active task in our backlog to implement this logic for macros as well, but it will be available in future application versions.

Regards,

Dean

dean parrett,

Has there been a release to fix this issue?

As far as I can see it has not changed.

Kieron Moran,

We have checked this and this functionality has not been implemented yet. 

Mira Dmitruk,

Do you know when it will be implemented? The original question was asked 2.5 years ago.

Kieron Moran,

Hello,

Unfortunately, we do not have an exact ETA at the moment.

Once it is implemented, it will be mentioned in the Release Notes at https://academy.creatio.com/docs/release

Best regards,

Yuliya

Gary,

This won't be possible without coding and I am not sure how to do it using the code. There is something very far similar to the functionality you need in the "Related emails" detail on the EmailPageV2 (the email page):

This detail uses the logic of filtering records by the ConversationId column value and returns only emails from one email thread where you can sort records by their creation date to get the history of related emails. Please use this detail instead of the hierarchical view detail.

Please also note that our core R&D department has a suggestion registered on their side to make it possible to sort emails between folders inside the Creatio application and it is planned to develop this logic in one of the future releases. The problem is now prioritized because of this community post. Thank you for helping us in making the app better!

Best regards.

Oscar

Noted - thank you so much for your help!

Hello Yuriy,



You can add multiple emails by clicking the  button next to the 'To' field in the [Send email] element.  You can add emails from process parameters, lookups, system settings. Please check a screenshot below to see how the selected multiple emails look like in the process element. 

Besides, you can find more information about [Send email] process element here: https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…



Regards,

Kseniia

Kseniia Prokopenko,

If I have a string of multiple addresses, I don't know how many at the time I create the business process , so I can't add + to the TO when I create the business process, Is there a way to add + inside the business process when it runs (like loop over all addresses and add TOs)?

Hi, Mitch

This add-on was removed from Creatio Marketplace since it is no longer supported by the developer.

We indeed published two new Outlook add-ons in the meantime. If you are interested in their functionality, you can request a live demo.

Ivan Leontiev,

What are the two new Outlook add-ons? Just to confirm, are you referring to the Kewl Outlook Connector and bglobal Outlook add-on?

Dear Raz,

Try to check the process by enabling trace and checking it in the executed process. Also, you can switch automatic sending to manual and check the recipient field in a created email. 

Best regards,

Angela

Angela Reyes,

Thank you

I'll check that

Hello Creatio team,

I've just tried to install add-on in Creatio 7.18.1 version (full-bundle) and I am getting below error when I try to use this element in the business process. 

Please check. Thank you in advance.

BR,

Jelena

Hello Jelena,

You can now send emails with attachments out of the box using 'Process file' and 'Send email' process elements.