Since we upgraded to v8, my default Workplace menu no longer is the default. I have a custom Workplace menu, but when I login, it now uses the Sales Workplace menu instead, meaning I always have to manually change it.
Is there a setting somewhere to allow me to set my default Workplace?
I need help in automatic mapping of excel file fields with the creatio fields for the scenario as follows:
The fields of section are mapped while import if the titles of fields are same in both excel and creatio instance section. But in the case of linked fields, we have to manually map the...MoreLess
I've installed the field module app and configured "rules" & "actions".
Now I need to add a new "visit" activity with actions rule that I defined using a business process. I successfully created such record, BUT I can't find the way how to define the actions ("Actions - Visit" detail) when I'm creating the record in the business process.