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:
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.
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.
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.
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.
