Create a two folders in contact page Active users and Inactive users and add 2 buttons Activate and deactivate, after selecting multiple records from contact page when ever we click on deactivate the selected records should me moved to Inactive users folder and it shouldn't  available in Active folder, and from Inactive folder after selecting multiple records and after click on Activate all the selected records moved to Activate folder. how to achieve this using business process.

Like 1

Like

1 comments

Hello!

 

To set up something like this u will need:

 

At first create process which which will deactivate user depends on contact Id. I named it Deactivate sub.

 

  1. 1. Add parameter "Contact" type "Id"

 

 

2. Setup read data element, to find the user connected to this contact.

 

 

3. Modify this user.

 

 

Then create a parent process that will run "Deactive sub" i named it Deactive.

 

  1. 1. Add parameter collection and add inside it parameter type Id.

 

 

2. Add a subprocess parameter which is "Deactivate sub" and set process parameters.

 

 

Add a button to the page, and set it to run the process as it shown on the screenshot.

 

 

Use this to create a similar process for activating users. However, I recommend adding checking if a user exists for this contact.

Show all comments
Studio_Creatio
8.0
Formpage
Contact

Hi,

I've got two separate cases where a contact's phone number is displaying as [#PhoneNumber#]:


I've checked the Submitted Forms for both contacts and in each case a phone number was entered:



However, when I look at the Submitted form in table view, the phone number shows up as [#PhoneNumber#] again:


Do you know what might be causing this?

Thanks!

Like 0

Like

1 comments

Hello,

 

Unfortunately, without advanced information about your form setup, it is impossible to tell what exactly went wrong with the number registration.

You can provide the setup in the topic so other users would have a better idea of what exactly is causing the number to be rendered in such a format or create the support ticket so the Creatio employees will have a chance to research this issue.

 

Thank you for being an active part of the Creatio Community!

Show all comments
Financial_Services_Creatio_lending_edition
8.0
Contact
contacts

Hi Creatio Community,

 

I'm encountering an issue when trying to add a new contact in Creatio. A pop-up error appears that says:

 

"Could not load file or assembly 'CrtCoreBase, Version=8.1.2.3941, Culture=neutral, PublicKeyToken=null' or one of its dependencies. The system cannot find the file specified."

I've checked the installation and verified most dependencies, but I'm unsure what could be causing this or how to resolve it. Has anyone else faced this issue? Any suggestions or guidance would be greatly appreciated.

 

Thanks in advance for your help!

 

Best regards,


Rodrigo

Like 0

Like

2 comments

Hello,

The problem may occur because the site on which you developed the functionality is on another version than the test site to which you transferred the package. We do not recommend transferring a package that was developed on one version of a site to a site of another version, as inconsistency may occur. 


Best regards,
Antonii.

Thank you Antonii for you answer ;)

 

Show all comments
Contact
Button
enable
MultiSelectLookup

Hello,

 

I have a custom button on Contact Section. This button allows the user to set up the Owner to multiple Contacts when selected.

 

The problem appears when I "Select all" the button turns gray and cannot be pressed. If I choose "Select multiple" and check the same records (contacts) then the button works.

 

 

In this example there are a lot of records, but I've tried the same thing with only 20 contacts that are all loaded in the page (scrolled until the last one) and it does the same. 

Like 0

Like

2 comments

We would need to see the details for the custom button to know why this behavior happens. What is the enabled property of the button bound to?

Hello Diana,

I've found an informative article according to your request for a comfortable understanding of the needed steps:
1) Please, find the added function with the same functionality as "getSectionActions"  from the article (paragraph 4).
2) Add new property to the object:
    "IsEnabledForSelectedAll": true

As a result, the code will look like:

getSectionActions: function() {
                    var actionMenuItems = this.callParent(arguments);
                    actionMenuItems.addItem(this.getButtonMenuItem({
                        "Caption": {bindTo: "Resources.Strings.MultiplyChangeAction"},
                        "Click": {bindTo: "showLoanInfo"},
                        "Enabled": {bindTo: "isCustomActionEnabled"},
                        "IsEnabledForSelectedAll": true
                    }));
                    return actionMenuItems;
                }                  
Show all comments
user
userprofile
UserProfilePage
Freedom
Contact
communication options
Service_Creatio
8.0

Hello all,

 

I have a client that is trying to add the communication options detail to the Portal user's Profile page in Freedom UI. However, it seems the User profile is no longer visibly connected to the User's contact record. How can we add the detail?

Like 0

Like

3 comments

Hello,

 

Could you please describe the end result that you would like to obtain and the exact steps that you are making?

 

Thank you!

Hanna Skalko,

I would like to add communication options to the user profile page as it could be in the Classic UI. (See below)Image of a Creatio Portal UI page that shows the user's name, address and communication options.

 

I would like to do the same in Freedom UI. However, when I open the Freedom UI user profile page, I haven't been able to find the connection the user's contact in order to add the same details to the page.

Has anybody been able to find an answer to this? Seems strange to me that the user profile can't connect directly to the Contact record in Freedom UI

Show all comments
Activity
call
Contact
account
FreedomUI
Sales_Creatio_team_edition
8.0

In Classic UI there was a section at the top of Account and Contact pages where new Activities, Calls, Emails, etc. could be created and automatically connected to the current object.  Where are these tools hidden in Freedom UI??

Like 1

Like

2 comments

Hello,
To enable this section in Freedom UI, go to the Page Designer and add the "Next Steps" component to the page.

Hi John, 

1) Yes these were removed by default in Freedom UI, not sure why, especially on contacts. You need to add the next steps manually. 

2) The automatic linking surprisingly does not exist yet : https://community.creatio.com/questions/bewildered 

Cheers, 

Damien

Show all comments
Contact
account
8.0

Do we have an overview when the data enrichment will be available on Freedom UI for the contacts and for the accounts ?

 

Roadmap is not telling anything about this feature.

 

Thanks in advance,

Franck

Like 2

Like

1 comments

Hello,

 

We have registered an idea and forwarded it to our R&D team for further review and implementation in one of the upcoming releases.

Unfortunately, we do not have an exact ETA for this feature.

 

Best regards,
Yuliya

Show all comments
MS Exchange
Contact
synchronization
8.0
Studio_Creatio

Hi all,

 

it used to be possible in version 7 of Creatio to sync with MS Exchange.

The mailbox integration now doesn't support this any longer.

 

@community: how are you dealing with this limitation? Do you have workarounds for it?

@Creatio: are there any plans on re-introducing this feature? It is very often a question raised in presales activity!

 

Thanks,

Robert

Like 0

Like

3 comments

Hello, 



Unfortunately, Creatio no longer supports contact synchronization with Exchange and Google. This lets you improve the security and relevance of your customer base.



Regards, 

Orkhan

Orkhan,

Thanks for the response, but I think users have the necessary competency to decide which data is relevant in their CRM system.

Also, how is this enhancing security?

Many other CRM systems provide the feature to sync contacts and leads often request it!

 

BR

Robert Pordes,

 

Greetings,

 

Thank you for your clarifying questions. We removed this feature for several reasons:

  1. This functionality had unresolved logical issues.
  2. This functionality was hardly, note, hardly, used by our users.
  3. Security-wise, an Abstract Sales Representative could synchronize the entire contact database to themselves and depart from the company, thereafter potentially utilizing or passing on the contacts to the company's competitors.

 

Show all comments
Filtering
Contact
account
Filters

Hi,

 

Is it possible to filter the 'Search' results in the Contact Container so it only shows the contacts that are belonging to the account that is selected above?

 

Currently I have the full list of contacts displayed when i open the dropdown. (see images)

 

Many Thanks

 

Tom

 

 

Like 0

Like

1 comments

Hi!



Unfortunately, this cannot be done now. We have registered a feature request to our R&D team and added your case to it. This feature may be included in future releases. 



Best regards,

Anton

Show all comments
Opportunity
Contact
List View

Hello!

I want to include contacts from my opportunity in the opportunity list view. As i can add multiple contacts into an opportunity team, I checked for the right detail and found the object "Contact in opportunity" which has a contact column/field.

When trying to add this into my opportunity view, I'm only presented with a few fields (see screenshot). How to add all the opportunity team into my opportunity view (or at least the main contact)?

Thanks for your help

Like 0

Like

2 comments
Best reply

Hello,



Unfortunately, it is currently not possible to display such a column on the page. Because you are trying to display a one-to-many relationship, which is not currently supported in the list.

Since you want to display a value from a detail, and there may be many records stored on the detail, the system will not be able to display the names of all records from the "Contact in opportunity" field in the list.



However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check  what stage this task is at, I am sending you the task number: PR-882. Feel free to share this number with us at any time and ask your questions.

Hello,



Unfortunately, it is currently not possible to display such a column on the page. Because you are trying to display a one-to-many relationship, which is not currently supported in the list.

Since you want to display a value from a detail, and there may be many records stored on the detail, the system will not be able to display the names of all records from the "Contact in opportunity" field in the list.



However, a task has already been registered in our R&D team to consider and implement such a feature in future releases. In case you would like to check  what stage this task is at, I am sending you the task number: PR-882. Feel free to share this number with us at any time and ask your questions.

Show all comments