Dear Damon,

You can either use functionality of Field Sales to create tasks/visits for each contact based on their location or add new address detail in the Account section with Office field which would determine the name of the office. When building statistics for any section you may use office to determine for which department is this statistics built. 

Dear Damon,

You might also create different Accounts with type "Our company" and set different addresses for each account. Each employee will be bonded to its own account, general statistics can be viewed via Dashboards section and each every dashboard can be set up for a certain office. 

Angela, thanks for the comments.  Perhaps I wasn't as clear as I needed to be.  This is NOT for OUR company, it is the manner in which we would structure all accounts.  Again, the majority of our clients are law firms and accounting firms; many of which have multiple offices.  The most important aspects for this are:

a) our ability to see ALL of the contacts associated with that Account, but also know which office they belong to (as some of these offices are widely dispersed geographically); 

b) ability to see all Opportunities and Projects under the firm so that we can get a good handle on where to spend our marketing & sales efforts.

I believe there are two routes I could go:

1) setting up each office as it's own account and linking them via Connected To

2) creating a separate object, say "Office".  Adding a detail at the Account level and adding each office via this mechanism.

I'm leaning towards #2, but trying to understand the advantages/disadvantages of both routes -- as I don't want to "undo" built-in functionality that might actually help in us seeing a clear picture on this.  So far though, I'm not really seeing a clear path forward on route #1 -- disadvantages seem to outweigh the advantages of #2...especially as it relates to assigning individuals to each office but having visibility at the "parent company" Account.

Damon Hacker,

Thank you for specifying your task. You may use "departments" lookup - add departments for each account and bind employees for certain department. To specify the address you might use my 1st comment. If a certain Account has 6 offices it will have 6 addresses, each one with "department" name field. Then you may add additional field to projects and opportunities that will be required and name it "Department" - thus there will be no need for creating a separate object. Is this a suitable solution for you? 

Hello Danilo,

This article outlines how to do this: https://community.bpmonline.com/articles/filtering-detail-records-based…

Ryan

Hi Danilo, 

Do you have  solved your problem ?

Ryan Farley,

Thanks, Ryan!... I will try that.

Hi Aymen,

We are finishing a web service integration and will get back to this after. That´s why I didn´t update yet.

Thanks

Danilo Lage,

Thanks, Danilo

Dear Federico, 

You may use macros for this purposes. Please see the article below: 

https://academy.bpmonline.com/documents/technic-sdk/7-13/basic-macros-m…

Also this article may be helpful: 

https://docs.microsoft.com/en-us/dotnet/standard/base-types/standard-nu…

Best regards, 

Dennis

Dear Danilo,

As for now there is no such functionality, unfortunately. As a workaround you may use the following application: https://marketplace.bpmonline.com/app/external-file-storage-bpmonline

Dear Sunitha,

Can you please specify which button do you mean? The one that creates new record? 

Dear Danilo,

As for now there is no such functionality, but I'll inform our R&D team about this issue and suggest them to implement it. As a workaround you can use OData to import attachments: https://community.bpmonline.com/questions/how-upload-attachments-odata

Angela Reyes,

Thanks, Angela. We will appreciate if we could have such functionality.

Regards,

Dear Julius,

You can add quick filter block using the following article: https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-quick-f…

You may also inspect already existing filter in the Pipelines to understand how it should look like for "Owner" or inspect Activity section since it has the same quick filter. 

Dear Julius,

Hope you are doing great today. 

There are no basic tools to set up a default startpage for particular roles, however, you can set up a startpage for a particular user separately. You can go to the System Users section, choose any user and indicate a Home page in the correspondent field - http://prntscr.com/log70b 

Hope it will help.

Best regards,

Dean

Thanks! This is great!

In 7.18.0. Creatio release you can set up a homepage for each work place.

You can find the details in the link below - https://academy.creatio.com/docs/release/release-notes/7180-release-not…

Dear Nikoegor,

To find an account by its address it is better to create a filter like on the screenshot http://prntscr.com/lo4hw6. It ignors "Primary" field and return all accounts that have the specified address. So you need to put all conditions in the inner part of the complex filter. Also to select if the address exists you need to click on "Quantity" button and choose "Exists" from the list like on the screenshot http://prntscr.com/lo4jfy.

Best regards,

Oscar

Wow, it worked. Didn't know about that. Thx a lot! Why is there such a difference from a technical point of view?

The reason is in fact that those two fields are absolutely different: when you go to section wizard of the account you will see that there are lookup field as "Country", "State/province" and etc. You've built a filter that takes data from those fields in Account object, but the object we need is called "AccountAddress" and it contains needed for us information. And that's why we need to build a filter that will take data from the detail itself. You can also check it in database: you have CountryId, CityId, RegionId and other columns in Account table and you have them also in AccountAddress table. it is difficult to say why it is it. You know bpm'online has a long and rich story and I guess there was a period in the application development when there were no details and there was a need to store information on addresses in those fields that are now not used, but they can be selected in the filter and they can be seen in section wizard. It is just my opinion. but from the technical point of view - we just read data from different objects and fields.

Regards,

Oscar

Oscar Dylan,

Yeah, I see. Thank you for the explanation.

Dear Ashwath,

You can create a lookup and add in following Object a new column with type = Image. Then you will need to use the following instruction: https://academy.bpmonline.com/documents/technic-sdk/7-12/how-add-field-… to add an image field to a page.