Slider control for Creatio - allows adding a custom slider control to the record page of any section and bind the slider to a column that contains numeric data.
We are pleased to announce that we are expanding our product offering for the financial services industry with two new effective add-ons:
Collection for Creatio- is a ready-to-use solution that provides automation, development and managing of standard and unique debt collection strategies of a company at all stages.
I'm trying the connector, but have several doubts, please anybody can help me?
Sent (confirmed) SMS didn't updated on Creatio, Delivery status remains Queued forever. Is that a limitation of the integration or a limitation of the Trial Twilio account?
Also didn't receive responses from sent SMS, if a user answer a received SMS on Creatio this SMS is not received
When I sent an SMS from a process if I want to connect the SMS with another object than the contact I didn't find how to get the id of the sent SMS, so the User task the connector provides, hasn't provided the id of the sent SMS, the only id or lookup I can get is the contact id. How can I determine the id of the sent SMS?
The responsible team released the updated version of the connector where issues 1 and 4 have been fixed. This package is already available on Creatio Marketplace. Please install the new package version and check the updates.
I have no news regarding the third issue. I will keep you updated.
sorry I forgot another problem I'm having. When I sent the same message from a process, 2 SMS were sent, if I send one from the contact, just send one. Some idea what could be wrong?
1. We reproduced the issue with Queued Delivery status and submitted it to the responsible developer.
2. We require more information to investigate the second issue. Please check whether the sent SMS appeared on the 'Messages log' tab in your Twilio account.
3. This feature is not supported in the user task. I have forwarded your feedback to the responsible developer.
4. We require more information to investigate the issue with 2 SMS sent by the process as well. Please make sure that only one instance of the business process was run in the Process log.
Thanks for your reply, and please confirm us as soon questions 1 and 3 were resolved.
Regarding question 4, the sent SMS's were managed by an internal from the connector, the User Task called “Send SMS through Twilio”.
Additional info regarding what was happening here is:
When sent an SMS from a user process using this User Task, we receive the most of times the SMS twice, but always two SMS records are created on Creatio Section DlbSmsMessage
When sent an SMS from the communication panel of a contact it works OK, and just one SMS is delivered, so this symptom reinforces the suspect the culprit of the 2 sent SMS and created records, was the User task “Send SMS through Twilio”
Regarding question 2: We won't need to solve this "problem" for now because:
The client confirms that he will not need to receive SMS, only send.
The problem could be related with a numbering issue due to the Twilio provided phone number to send SMS. Current provided number is from the USA/Arizona, and we need to send SMS to Spanish numbers, so could be there some restriction to Spanish numbers to send/answer SMS to a foreign number…
When our customer needs to receive SMS, we will be back to determine where the problem is: The provided numeration, some Twilio restriction or whatever
The responsible team released the updated version of the connector where issues 1 and 4 have been fixed. This package is already available on Creatio Marketplace. Please install the new package version and check the updates.
I have no news regarding the third issue. I will keep you updated.
Today I would like to draw your attention to connectors that significantly speed up the migration process to Creatio from other CRMsystems with minimal upfront work:
The simplicity of Connect Creatio gets you migrating faster while keeping your data safe along the way with strict data encryption, Cloud security, and data law compliance.
Today I’d like to share with you some tools that were designed by our Creatio developers and are truly worth your attention:
Tree view for Creatio - lets you configure a hierarchical representation of data in Creatio by enabling the tree view in any section or detail.
Granting new owner access rights to the account data - allows automatic granting of access to the account data (account-related contacts, opportunities, orders and activities) to the new owner after changing the manager in charge.
Engaging dormant customers - enables automatic scheduling of tasks for clients who have not had any action in the last 6 months.
As you probably know, we have a vertical solution – DocFlow Creatio– one of the best-selling Creatio Marketplace solutions. Now we have 6 new useful apps for document management that perfectly complement and extend our product offering:
Files extended for Creatio - extends the basic functionality of the [Files and Links] detail, providing a full range of functions for managing their content.
Download ZIP Button for Creatio - enables downloading attachments from the Attachments and Notes tab of any entity as a ZIP file just with one click on the Button.
I have the popup add-on installed from marketplace. I've used it in the past often, but it stopped working in our current instance about a week ago. I don't have popup blocker on the browser.
I had tried uninstalling and reinstalling previously but this wiped all the business processes that had it in place. I cannot rebuild it all again- is there any way to troubleshoot this?
You should identify the cause of the issue first and foremost.
Check the process log and make sure the process was launched and “To whom should the window be shown” field was filled out correctly.
If everything is correct, troubleshoot the issue in the incognito mode.
If you cannot reproduce the issue in the incognito mode, check your browser extensions. Some of them, ad blockers in particular, could block pop-up windows in Creatio.
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