contacts | Community Creatio

No Emails under the History Tab of the Contact page

20:17 Mar 23, 2017

Hello!

I've set up the email intergration with bpm'online but for some reason not all emails get connected to the contacts. Consequently, these emails do not appear under the history tab and we can't track all activities. Please help to fix it!

Thanks,

Cathie

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Lily Johnson

20:17 Mar 23, 2017

Hello Cathie,

The [Email] detail is not displayed for contacts who have the “Employee” value specified in the [Type] filed, and the “Our company” value specified in the account profile.

So that the emails won’t be automatically connected to these contacts.

Please get more detailed information of how the fields of emails are filled in following this link: https://academy.bpmonline.com/documents/sales-commerce/7-9/how-fields-uploaded-emails-are-filled#XREF_97088_bpm_online_email

You can also create your own rules to make the emails connected to the system objects: https://academy.bpmonline.com/documents/sales-commerce/7-9/how-set-rules-connecting-emails-other-system-objects

Best regards,

Lily

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contacts

How to import/export the info from the 'connected to' detail in the contacts section

Sam Borg

02:08 Jan 26, 2017

Hi!

Is it possible to to import/export the info from the Connected to detail in the Contacts section?

Thanks,

Sam

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Lily Johnson

03:38 Jan 26, 2017

Hi Sam,

To import the information to the ‘Connected to’ detail, you need to create an Excel file with 4 columns. For example:

When you open System designer - Data import, please choose Realtionship object to import data to:

Then you need to establish the matching between Excel file columns and corresponding data in the system.

After you set up duplicates search rules, please import the data.

To export this data to the file, please open System designer – Lookups and click on New lookup.

Then create a new lookup based on the Relationship object.

When you create a lookup, you can export the data to the file.

Best regards,

Lily

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contacts

Getting started! Universal import from Excel

Karina Alberts

16:54 Jul 30, 2015

Great news!

A new video tutorial on how to perform import from an Excel file has been released. Use universal import from Excel to add large-scale data to bpm’online. You can add a customer base, a list of products or other data from an Excel file in a matter of minutes. Use import to add new records to the system before getting started with bpm’online or if you want to update the value of one or more fields in the existing records.

Follow the link to watch our new video tutorial.

More video tutorials are available in “Video tutorials” tab in bpm'online academy.

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contacts

Olly Khome

19:46 Jun 09, 2014

Customers often ask us if they can change anything on the login page in the BPMonline CRM 7.2 except the logo.

The answer is 'Yes'. You can extend the login page by adding new blocks to it that can contain, for example, a list of support phone numbers or useful links:

It is very easy to do:

1. To display the [Technical Support] block on the login page, populate the [Communication Options for Login Page] lookup.

2. To display the [Important Links] block on the login page, populate the [Useful Links for Login Page] lookup.

You can also set the custom Captions for both of these blocks using corresponding System Settings: “Caption for Communication Options Block on Login Page”, and “Caption for Useful Links Block on Login Page” available in System Settings Section.

Enjoy working with BPMonline!

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contacts

Problem with the users

Joseph Brandt

20:24 May 06, 2014

Good day!

I was trying to add a user. I created a contact and wanted to associate user with this contact, but when I click on the lookup icon on the user page I don't see this contact in the list.

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Suman Pitta

21:33 May 06, 2014

Hello Joseph!

Please make sure the contact you created earlier has the type "Employee"