Dear Clara,

Thank you for your question!

Please check if the landing page is correctly set up by following to these Academy Articles:

1. https://academy.creatio.com/docs/user/crm_tools/landing_pages_and_web_f…

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

3. https://academy.creatio.com/docs/user/marketing_tools/website_tracking/…

4. https://community.creatio.com/questions/marketing-website-event-tracking

Hope this helps!

Thank you!

Regards,

Danyil

Hello Nicolas,

In order to see information for a particular contact in the dashboards you will need to associate the dashboard with section data like this:

It will only work for the records currently displayed in the list. So to see the data for one record only you will have to filter the records so that only one Contact is in the list.

Best regards,

Max.

Hello Max,
On Freedom this feature is not available ?
I'm trying to put a classic graph on freedom but I can't find the "access section data" block ?
 

i find it sorry ! the parameter is on the series

Dear Anupama,

Thank you for your question!

You have taken the correct steps to resolve this issue:

1. Published the Contact object (you would also need to publish the last changed schema of the page and\or the registry, e.g.: ContactPageV2, ContactSectionV2);

2. Save those schemas;

3. Compile the instance;

4. Clear the browser`s cache;

5. Make sure that you are using the latest browser version. If not, please update the browser, clear the cache.

Hope this helps!

If not, please make sure to submit a ticket to support@creatio.com

Thank you!

Regards,

Danyil

Hello kumar,

First of all, you'll need to enable the fax communication type for contacts in the Communication option types lookup. See https://share.customerfx.com/GGuWjxy7

Then, once you've added the contact field for Fax on the contact, you can keep it in sync with a process or use an entity event sub-process in the Contact and ContactCommunication objects. The process route is pretty straight forward, however, in order to see it update in the other place right away, you'll want to send a message from the process to the page so you can reload the page and see the change. See https://customerfx.com/article/how-to-refresh-a-page-from-a-process-in-…

Hope this helps

Ryan

Ryan Farley,

Thank you for your reply. 

In the case of contact's phone or email field change on the contact page, the add/edit in contact communication details happen even before save button is clicked. Can such thing be implemented for Fax field as well? 

On account page, unlike contact object, fax field came with out of the box and behaves intuitively, change in account.fax changes right account communiction option right there even before save button is clicked. 

Do you think that is not possible with Fax field on Contact? 

Hello Kumar, 

The Account object has a base lookup "Fax" field, which can be added to the left panel of the record page and for which the "connection" with the "Communications options"  detail is implemented in a base code, so while changing the value in the column on the left panel the corresponding value will be reflected in the detail (same as for "Email" or "Phone"). However, you can use the "Fax" option for the Contacts record after it's added to the lookup "Communication option types" in the "Communications options"  detail but it won't create "Fax" field for the Contact object. Even after such field is added to the Contact object manually, it still requires the "connection" between field and detail to be implemented by code. As of now, there is no way to implement such functionality only with basic system tools and development is needed.

As a workaround suggestion,  you can proceed with a variant provided by Ryan. 

From our side, we have already registered the corresponding query for our R&D team and will be awaiting for the implementation of the mentioned functionality in the upcoming versions. 

Should you have any questions, please let us know!

Best regards,

Anastasiia 

kumar,

Hello kumar. I've not tested this yet, so not 100% sure this will work, but I believe you could do the following and it should work the same as the account page does.

1. Create a replacing view module for "ContactCommunicationDetail"
2. Add the following code:

define("ContactCommunicationDetail", ["ConfigurationConstants"], function(ConfigurationConstants) {
	return {
		methods: {
			initMasterDetailColumnMapping: function() {
				this.callParent(arguments);
				
				var mappings = this.get("MasterDetailColumnMapping");
				mappings.push({
					"CommunicationType": ConfigurationConstants.CommunicationTypes.Fax,
					"MasterEntityColumn": "UsrFax" // change this to whatever your Fax column is called on Contact
				});
				this.set("MasterDetailColumnMapping", mappings);
			}
		}
	};
});

That should handle the value getting updated from the communication options detail to the Contact.

Then, on the ContactPageV2 code,

1. Wire up a change event for the Fax column - see https://customerfx.com/article/triggering-an-event-when-a-field-is-chan…
2. In the methodName for the change event use the method name "syncEntityWithCommunicationDetail"

Ryan

Thank you Ryan, I actually did the change very close to what you suggested. It works for the UI part of the logic as expected but the Fax field isn't getting saved in the contact object when 'Save' is clicked. 

Can't figure out why. 

Fax on ContactCommunication is getting updated but fax on contact object is not. The fax field is not passed to the UpdateQuery for contact when Save is clicked. 

Hello Julien, 



Can you please clarify your request a bit? 



Thank you in advance.

Hi Roman,

I've updated my post !

Dear Julien,



In Creatio a contact can only have one primary job. However, you can add new jobs or mark the existing ones in "Job history" as "current". This way if you go to any of the accounts marked as "current job" of the contact you will see the contact in the "Contacts" detail of "Contacts and Structure" tab.

You can find more information about managing job experience here: https://academy.creatio.com/docs/user/crm_tools/accounts_and_contacts/manage_job_experience

Dear Kavian,



Yes, it will be better to create a dynamic folder and use "Add from folder".



Best Regards,

Ivanna Yatsura.

Dear Nicolas,



Unfortunately, it is not possible to add more than 1 primary account for contact as it is a primary one and it is the base logic.

 

Best Regards,

Ivanna Yatsura.

Ivanna Yatsura,

Dear Ivanna,

Thank you for your answer !

In an order page, is it possible to display a contact lookup displaying all contacts having the current [contactcareer] field to true.

Actually mine contact lookup field, display only contacts having the primary [contactcareer] field to true (effectivly, only one record can have the primary field to true).

Have a nice day,

Nicolas

LÉZORAY Nicolas,

You can achieve it by adding detail with the use of Business Rules to show only needed contacts.



Best Regards,

Ivanna.

Hello Yosef,



If you are not going to use any field, you can hide or delete it on a record page in the Page Designer.

Please find the instruction about configuration page fields here. 

Best regards,

Bogdan

Bogdan,

The problem is that even if we hide it, Creatio will automatically fill the field and that gives issues with the "full name field".

Are you sure that deleting a field won't cause more issues?

Kind regards,

Yosef

Dear community,

Does anyone else have an idea? I still haven't found a solution to this.

Thank you!

Dear Kevin,

There are no such functions right now in the relationships tab but we have plans to apply them in the future. I will forward your feedback to our R&D team.

Best regards,

Angela

Hi Kevin, As a workaround I suggest to add the 'Relationship' Detail in another tab, where you can see the list view and do excel export too.