I have a business task to add a search button to the email at the communication panel - which will allow the client to search for a specific email / search by the sender of the email, etc.
Theoretically, this is possible, however, this is quite a difficult task to do and I cannot even say if this is even possible.
If you really want to do it then probably you should start with analyzing the base logic behind this module. Change the email box and see what requests the system will send, see the initiator of these requests. In your button, you should do something similar to them.
Please note that it should synchronize the emails sent from Gmail and something must just not work right. It's better if you register a case for our support team and describe the problem there, as we will need to check the issue more closely and it can't be resolved here on Community.
Probably, I've described my case not so precisely.
Our managers sometimes send emails from Creatio. In this case everything works fine - they see these emails in both places - in Creatio and Gmail (as sent items)
But sometimes they send emails to Customer directly from their Gmail (not from Creatio). So, our task is to get these emails as Outgoing to Creatio as well.
We have configured as standard Gmail mailbox.
We synchornize the whole email box. Also tested to work with specific folder - have the same result.
This is in both - Creatio cloud and On-premise.
I am afraid, this is standard functionality, so I am looking for option to improve it.
I would like to replace the action on the Green phone when it is clicked in leads and Oppos. I added a menu item for the action , but want the green button to doo the same action instead of what it does by default. What is the best way to do that?
The tabs buttons are designed to show UI elements to make a quick action.
If the custom action you're building needs user input (text, date, etc ..), you can create a custom PublisherModule based on CallMessagePublisherModule.
Or, you can build a custom button like the Playbook button to run the action.
We have not done any compilation. Generally we open the section wizard and make the required changes and save it. It works in most if the cases. Also, we are not installing any package here .
If full system source code generation and compilation required - Please let me know where to find the steps to perform this ?
In database I have Order table and Product in Order Table. The Order table i have the same Order no but it not a same record because it order created a different day
Ex.
OrderNo : 0001 Created : 2022-01-21
OrderNo : 0001 Created : 2022-02-21
The problem is I cannot import Product in Order table data by match order no and date in Order table
How import data by excel file with same order no but different date and different record
Maybe you could create a single column in Creatio to store order number + date, then in the Excel file use a formula to append the values together and map that value to link to the order?
Hello community, we would like to use the autonumbering feature described on the Academy website. However, we want the number to be assigned after a record is saved, not when the record is created. It is important that no number is "wasted" when a record entry is cancelled. Is there an easy way to do this?
thank you very much for your reply. We tried it, but it wasn't possible. Could it be that the "Invoice" module in the original "Invoice" object blocks the creation of individual event BPs?
Hi Max, thank you for your help. It seems, that there is a bug within the invoice object. Creatio consulting tries to find it. The event handling changes doesn't help.
