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?
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.
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.
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?
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?
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?
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:
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.
You can try this marketplace application to achieve your business task, I haven't used it before. But by default, it is not possible to delete the contacts from outlook by deleting the contact in Creatio.
I am working on modifying the Search contact and accounts page to add a cancel button to the top of the page so that the user can exit the page and properly terminate the business process that opens it.
However, I've added the script for inserting a button but it won't show up on the page. Here is my script below. Is there something I could be doing wrong?
Could you please provide us with the information about how this page was created and how this page is called in a business process?
If this page is a pre-configured page, so you can easily add a button using page wizard and bind the “click” attribute to the appropriate method through a development.
It is the "Search page - Contacts and Accoutns" page that is used in the Identify contact by incoming call process.
It is called like a pre-configured page in the process but when I try to modify it, it only opens right to the schema code instead of opening the page wizard.
As a result, the button has successfully appeared in the page. Please see the screenshot below:
Please check you entered the correct value for the “caption” property. Since if this property has the wrong value, the button won’t be visible in the page.
I am trying to automatically send emails to a group of contacts in a business process. Is there a way that I can do so using the "send email" user action or with a system action?
I know that I can add multiple contacts to the "send email" but I need it to be able to adapt in each case. There isn't always going to be three people to send to, for example.
The basic concept is to flag the records you want to loop through, then clear the flag in the loop so the next time you read the flagged records you have one less each time. Hope this helps.
Hey Kevin! Did you end up doing this? I'm looking to do something similar and want to have multiple recipients on the same email. I was thinking of creating a string parameter on the process, looping through the contacts read in like Ryan mentioned, and seeing if I can append the text parameter with an additional email address each time.
Ryan's technique of looping the records and clearing the flag in each record as processed work great. The string parameter was how I handled the group send in the process I built, extending the string each time through until all records were process. Once I had the To string assembled I could insert the parameter into a send email element in the process.
Thanks Kevin! It's great to hear this approach worked for you. I started exploring tagging/untagging contacts instead of using a boolean field as slight variation of this. That may be a way to loop through the contacts without the clutter of an extra field.
