Hello Jeffrey,

Hope you're doing well.

No, it's not necessary to populate the Account field. It seems you didn't set the field mapping correctly, so the Contact wasn't added as expected. Please try to import the Activity records using the mapping settings. For example:

configure the column values in the Excel file:

choose the Activity object as a target object:

match the needed columns:

and perform the import (using or noty using the duplicate checking, it depends on your business task).

As a result, the needed record was imported and it's also viewable from the connected contact:

Also you can find more information and examples of import/export in the articles below:

• https://academy.creatio.com/docs/user/platform_basics/business_data/exc…
• https://academy.creatio.com/docs/user/setup_and_administration/user_and…
• https://academy.creatio.com/docs/user/platform_basics/business_data/exc…

Best regards,

Roman

+1 on this idea , including custom ficsal quarters, maybe to set at system level ?

Hello,

Unfortunately, this logic is deeply integrated in the code and to change it correctly you would need to rewrite a lot of it.

We do not recommend doing it since it might break much of the base functionality. 

Best regards,

Max.

Max,

quite disappointing, being a OOTB functionnality in a couple other major CRMs ...  hope you change your mind in further updates!



KR,



Damien

Really surprised that this is not included. This is pretty much mandatory functionality for any business that wants to use the dashboards. 

We have the same issue at my company: We need to review fiscal quarters, not calendar quarters. It is a management nightmare to change hundreds of widgets on multiple dashboards to custom dates, 4 times a year! 

Have the product dev team revisited this feature? This is a very useful and widely wanted feature.

rob dobbs,

Unfortunately, we do not have the opportunity to customize those filters because the realization of this functionality is in the core code base.

The new behavior will be implemented in future releases with 8.x new filters.

As a workaround, I suggest adding a column in which you will set or calculate the fiscal quarter by business process and another column for the fiscal year and filter based on these columns. However, it is a complicated solution and requires adding those columns to every object that needs this filtration.

Hi, 

is there any update on this feature ? It has been requested by a couple clients.

Thanks, 

Damien

Damien Collot,

This idea has been accepted by the R&D team, but unfortunately there are no details that we could share about the plans on its implementation so far.

If you want to remove it completely:

1) Make sure your package has Samarasoft.SqlConsole as a dependency (or add this in Custom package)

2) Create a replacing view model and select parent "SystemDesigner"

3) Add this code:

define("SystemDesigner", [], function() {
	return {
		diff: [
			{
				"operation": "remove",
				"name": "SqlConsoleLink"
			}
		]
	};
});

If you want to only show it for the Supervisor user, do steps 1 & 2 above, but use this code instead:

define("SystemDesigner", [], function() {
	return {
		attributes: {
			"IsSqlConsoleVisible": {
				dataValueType: Terrasoft.DataValueType.BOOLEAN
			}
		},
		methods: {
			init: function() {
				this.callParent(arguments);
				this.set("IsSqlConsoleVisible", 
					Terrasoft.SysValue.CURRENT_USER_CONTACT.displayValue === "Supervisor"
				);
			}
		},
		diff: [
			{
				"operation": "merge",
				"name": "SqlConsoleLink",
				"values": {
					"visible": { "bindTo": "IsSqlConsoleVisible" }
				}
			}
		]
	};
});

Ryan

Hello Shivani,

Basically we don't have such functionality in our system. Alternatively, you can read the body of the letter that arrived (if it is available in the process) and, through the parameters, throw it into a new letter. It's essentially just working with parameters. 

Please also note that our core R&D department has a suggestion registered on their side to make possible send an email in single thread via business process in further releases. 

Thanks for the great idea!

Regards, 

Bogdan L.

Hello Mary, 



Unfortunately, there is no such functionality in our system due to the basic logic of the marketing emails. Please find more information here. 



Thank you!



Best regards,

Bogdan

OK, then is there a white paper or something that recommends how to attach emails sent from a 3rd party marketing mail platform to my creatio contacts?

Hello Shivani,



Unfortunately, it is impossible to implement your business task, as for now.



But we have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Bogdan,

Thank you Bogan. I was wondering if this could be replicated using OOTB Case feedback process which sends the satisfaction smilies. If we tried tot replicate this, would we require a SysPortal user license??

Hi Amritha, 



Such scenario works properly on newer OOB version of the application. 

Please check if there are any errors in the developers console when opening the page. 

I'd recommend you to update the application to the newest version. 

If the issue persists or the update is not an option for you please contact us at  support@creatio.com and provide us with access/ copy of the DB. 



Best regards,

Yurii

Dear Nicolas,

Unfortunately, we do not have the base tools to achieve the described business task.



Best Regards,

Ivanna.

Hello Javier,

Hope you're doing well.

It seems at the moment the only way to solve your business task is to create a separate SQL script that will transfer the required data:

• https://community.creatio.com/questions/binding-base-system-setting-val…

Additionally, in general, there is a general recommendation not to consider the meaning of base values, but to add new ones to the reference and bind them to a custom package. This approach simplifies the transfer of data between environments and helps avoid the hassle after an upgrade or, for example, after re-installing the data bindings in the environment.

Best regards,

Roman

Hi Roman, 

The problem is that I can't bind the default columns of an OOB section, and that is something that I can't create a new record to fix it. 

There should be a easy way to bind configuration of the section grid, R&D should take a look at that. 

Best regards, 

Javier

Hello Javier,

Thank you for your reply. I will create a suggestion for our R&D team so they could implement the logic of binding system settings values and OOTB lookup values that are already bound to base packages in the next application releases.

Thank you for finding such a system behavior and helping us in making the application better!

Best regards,

Roman

Hi Juan, 

"Tipos de actividades" I believe that's "Activity types", but the values you may choose in "Task category" ("Categoria de tarea") are fields from "Activity Category" lookup. 

So please add required values to this Lookup and you will be able to select them.

Best Regards, 

Bogdan L.