8.3.1
contacts
data
Sales_Creatio_enterprise_edition
8.0

What is the recommend, safe approach to hiding technical user contacts from regular users? Users such as Creatio ALM Integration, Creatio Maintenance, Email Supervisor, Supervisor etc will appear as regular Contacts to users for selection and even editing, but this ranges from frustrating/confusing to users up to being potentially dangerous to the platform stability.

 

I've considered record permissions as potentially the best solution, as that will hide them from the Contacts list, selection in lookups etc, but the risk is that this might cause issues for the platform - can anyone confirm whether they do or not? Another downside would be that data modified by these users would appear weirdly to users, since the lookup references a non-readable Contact in ModifiedOn, though this isn't so major. And another would be that these permissions would be manually maintained, so any new technical user contacts created (e.g. a new integration, or when the platform gets upgraded and new ones are introduced OOTB) would have to be remembered to have their permissions changed.

 

Another option would be to just hide those users from the Contacts list by filtering the list. This has the drawback of hiding those users from system admins, as well as not hiding them for selection from lookups on other Objects (which would require putting that filter into Business Rules on every Object in use - not very practical or maintainable).

 

Does anyone else have any suggestions? Would be good to get some clarity on this from Creatio as well.

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Interface
contacts
contactsformpage
Studio_Creatio
8.0

Hello, everyone! 
I've already added the "AllowCreateAngularSchema" feature on the page "XXX/0/Shell/#Section/AppFeature_ListPage" and the page "Contacts_FormPage" doesn't come up on the pop-up. 

It's a crm-test environment, recently created and has nothing in it. 

Here's a print from the page that should show the form page:

 

Hope you can help out on this. 

Thanks!

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Best reply

Gabriel Henrique Pagotto Otero,

Check the dependencies of your package to make sure it depends on a package that contains the Contacts_FormPage.

Ryan

Make sure you're selecting the angular replacing option (this only shows after adding the "AllowCreateAngularSchema" feature)

Ryan

Additionally to Ryan's suggestion make sure you don't receive any errors in the console upon opening the module setup\searching for the contacts form page and make sure that your package where you create this schema has all the necessary dependencies.

 

Hey, I've done that. That's the screen for the replacing angular module. 

Ryan Farley writes:

Make sure you're selecting the angular replacing option (this only shows after adding the "AllowCreateAngularSchema" feature)

Ryan

 

 

Yep, no errors, Oleg :/

Oleg Drobina writes:

Additionally to Ryan's suggestion make sure you don't receive any errors in the console upon opening the module setup\searching for the contacts form page and make sure that your package where you create this schema has all the necessary dependencies.

 

Gabriel Henrique Pagotto Otero,

Check the dependencies of your package to make sure it depends on a package that contains the Contacts_FormPage.

Ryan

Ryan Farley writes:

Gabriel Henrique Pagotto Otero,

Check the dependencies of your package to make sure it depends on a package that contains the Contacts_FormPage.

Ryan

Heya, Ryan! 
It worked. 

Didn't know that I needed to have the package as a dependent. 

Freedom UI doesn't have anything about it. 

Thanks!!! 

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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

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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 ;)

 

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contacts
Opportunities
MassUpdate
BulkEdit
Studio_Creatio
8.0

Hey, everyone! 
I've been trying to mass update a property (Column) from a table in a Demo envoyrement. 

I've asked Gemini and gpt. Bolth returned me that there should be a "Quick Update" button, but it's nowhere to be found... 

Asked a coleague and he sent me this app (https://marketplace.creatio.com/app/mass-updating-creatio)... still.. nothing. 
I don't want to create a Business Process to do it ...

Does anyone have a solution for this?

Thanks ! 

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1 comments

Hello,

 

Please note that there is no basic functionality to mass update the records in the system. The "Mass updating for Creatio" marketplace addon or a business process are the best choices to achieve your goal. Alternatively, you can create an SQL script to update the values directly in the database. 

If you are having issues with the addon, you can contact the developer of the solution directly at support@inforce.kz and describe the issue to them.

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FreedomUI
Studio_Creatio
contacts

Hi Everyone,



I want to exclude all the contacts that are in a particular folder from the main folder so that those contacts are visible only in that folder and not on the main list page. How can I do it?

 

Thanks in Advance.

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Hello,

 

Unfortunately, it is not possible to perform this task in a basic way. You can only filter the data you need in folders, but there is no way to completely move all records from the main contact list page to one folder so that they are only available in one folder and not on the main list page.

 

We've registered this idea in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product.

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contacts
lookup
Element
Marketing_Creatio
8.0

Hello Community, 

Kind of dummy question, but in the new UI, where is the "lookup element" that can be implemented? In configuration section, contacts are in "custom" package. Did not see a section page referring to contacts, Only form page seems to be valid. Relevant Image that I was expecting to find a custom "lookup element" that can be dragged/dropped is shared.

Thank you in advance! 

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The new equivalent of a lookup is "Dropdown"

Ryan

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duplicates
contacts

Hi 

I have active duplitace rule 

Contact duplicates. Full name but still i can create new contact with the same name...

i shouldn't have option to save becouse this contact already exist but i can... and system do not show me similar contact at all

 

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Contact
contacts
name
7.17

Dear community,

 

We are not planning on using the middle name of a contact but Creatio automatically fills in the field.

 

Is there a setting to disable this?

 

 

 

Kind regards,

Yosef

 

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3 comments

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!

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Filtering
contacts
Email
Sales_Creatio_enterprise_edition
7.17

In the Contacts section, I need to filter all the contacts that ever got emails Titled "Thanks" (NOT bulk emails, just simple emails). These emails are displayed here:

I tried any available lookup, yet no success. Which object should be used?

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6 comments

Maybe like this. But I'm not sure.

https://prnt.sc/z38p5x

That's Participant instead of Owner.

Dear Yuriy, 



The option proposed by Julius above should work for the described purpose. 

Please use Email Participants object to get list of contacts which were in the needed bulk email's audience.



Kind regards,

Roman

Julius,

Thank you! I specified the question: NOT bulk emails, but simple emails

Dear Yuriy, 



In this case you need to build filter like this:



Kind regards,

Roman

Roman Brown,

Roman, that doesn't work for me! That gives only a few contacts. For instance, Darren is not among them. I suspect the contacts don't have activities, just emails. What table stores the emails?

Yuriy Konstantinov,

Activities and emails are stored in the same object, but just in case try to remove type=email filter and check if it helps. 

 

Best regards,

Angela

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synchronization
Outlook
contacts

I have a case where the Outlook Sync wasn't setup correctly, so instead of "Full job title" being synced to "Job title" field in Outlook, it populates "Prefix" field. There are simply too many contacts to fix manually.

Is there a quick way to fix this issue? Where can I access mapping criteria for Creatio-Outlook synchronization?

 

Thanks,

Kavian

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Hi Kavian, 



Could you please bring more details here?



We've tested it with our demo instance and Outlook 2016 wih all the defalut fileds in a Contact card.



Name and Full job title were filled in in Creatio and here's the result in Outlook:

Maybe, you have some custom fields in Outlook?



Thank you.

Bohdan Zdor,

 Thanks, 

For example, since originally the client has populated "Title" field, instead of "Full job title", contacts in Outlook are synced with "Title" value as salutation. However, this was wrong and now, if we remove the value of the "Title" field in Creatio, the salutation in Outlook remains untouched. This is however, the exchange synchronization triggered after updating the contact record:

 

Bohdan Zdor,

Another question,

Is there any workaround to allow all users sync contacts to Outlook, despite the owner of the record?

Hi Kavian,

 

Unfortunately, it's not possible to use sync with Outlook functionality when you're not the owner of a contact. We've passed this information to our R&D to implement such functionality in future releases.



Thank you.

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