offer
document
Sales_Creatio
8.0.1
8.0

Hello,

In our company, written offers are still created and sent to the customer by email.

I haven't seen anywhere where you can create offer documents in creatio.

Can someone help me?

Thanks

In unserem unternehmen werden noch schriftliche Angebote erstellt an den Kunden per Mail verschickt.

Ich habe nirgens gesehen wo man in creatio angebotsdocumente erstellen kann.

Kann mir jemand helfen?

Herzlichen Dank

Like 0

Like

4 comments

Hello Gabriele,

Thank you for your question!

Kindly elaborate a little bit more on the format of the document. If possible, please, attach...MoreLess

Show all comments (3)
Workplace
Menu
Sales_Creatio
8.0

Hi

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?

thanks

Like 0

Like

3 comments

Hi Mark,

Thank you for your question!

This is a known issue and our R&D team is already working on implementing a mass fix for future...MoreLess

Show all comments (2)
Sales_Creatio
8.0

Hello,

We start using Creatio une v7.18 but we are now one the v8.0.1.

We are using few pivot table on our dashboard. We'd liked to rebuild them on the new UI, but ... I can't find a way to do a pivot.

Is it still possible to make a pivot in the new Freedom UI app ?

If not, is it planned in the future ? (when ?)

Thanks ! :)

Like 1

Like

8 comments

Hello

Unfortunately, the current version of Creatio does not have the pivot table functionality in the new UI yet.

There is already a request...MoreLess

Show all comments (7)
8.0.1
Sales_Creatio
8.0

Hello !

Is it possible to use a business rules to hide some elements in section based on the language of the current user ?

For exemple, if my user is log in english I'd like to hide some details block.

Thanks :)

Like 0

Like

1 comments

Hello,



Unfortunately, there are no such basic tools to implement your business task. 

We've registered it in our R&D team backlo...MoreLess

Show all comments
data
data import
Read Data
Sales_Creatio
8.0

Hi Team,

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

Like 0

Like

1 comments

Hello,

As for now, there is no built-in functionality that allows binding columns while importing as Connected object -> column from this...MoreLess

Show all comments
install package
Sales_Creatio
8.0

Hi there,

I received a file from creatio to install to the system.

Where do I find install it?

Thanks

Jeremy

Like 0

Like

1 comments

Hello,

Could you please specify what kind of file you received?

Regards,

Mira

Show all comments
field_module
Sales_Creatio
8.0

HI,

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.



Any Idea?

Thanks,

Eran.

Like 0

Like

3 comments

Dear Eran,



Actions - Visit - it is a detail.

Detail has its own object.

So, you need to use one more business process element "Add data" t...MoreLess

Show all comments (2)
data import
Sales_Creatio
8.0

Hi all, 

Where can I add a template for future use in Data Import section

Thank you

File attachments
Like 0

Like

1 comments

Hello Tyme,

The highlighted templates work with Duplicate parameters.

During the file import, at the third step, system offers you to ...MoreLess

Show all comments

Like 1

Like

3 comments

Hello Danielle, 

Could you please double-check whether you have followed all the steps from the installation guide, also there i...MoreLess

Show all comments (2)
Sales_Creatio
7.16

Hi All,

I have created a new printable for monthly renewals.

I need to add due date(7 days from the issue date) just next to the issue data, Please find the screenshot below.

I don't need this due date to be stored in DB or Creatio UI. I just need it in the invoice copy.

Please let me know how to get this done.

Like 0

Like

2 comments

Hello, Selva!

Unfortunately,  it is not possible to implement your business task by means of basic tools. 

However, you can...MoreLess

Show all comments (1)