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.
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!
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.
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.
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.
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
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?
I would like to add communication options to the user profile page as it could be in the Classic UI. (See below)
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.
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??
Unfortunately, Creatio no longer supports contact synchronization with Exchange and Google. This lets you improve the security and relevance of your customer base.
Thank you for your clarifying questions. We removed this feature for several reasons:
This functionality had unresolved logical issues.
This functionality was hardly, note, hardly, used by our users.
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.
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)
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.
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)?
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.
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.