Hi All,

Unable to add a new detail in edit page, unable to get the column names in Object column field.

Attached the image for reference.

Thanks in Advance.

Regards,

Mansoor

Why the City, State/Province, and Country fields are not filled for several (18) accounts?

All these accounts have shipping addresses with the city, state, and country filled.

I tried to change a city in address, but that didn't make a change in the Account's City field.

All other accounts (thousands of accounts) have city, state and country filled.

We need the fields to filter accounts.

Hi team,

I have a the below request from the customers. please see the screenshot

where status = lookup field

Can anyone please help.

Many thanks.

Hello, we are not utilizing the Chat feature at this moment in time. Is there a way to remove this from our UI so that we don't cause confusion with our users?

I'm importing activity records for contacts who are not associated with an account. When I open one of the imported records, the contact field is empty. Is an account required to have a contact on an activity? I do have the category field set to "Visit to contact."

Hi Community,

Is there any functionality to set up custom fiscal (financial) year?

For example, default year start on January 1st, but we want to change the start date of a calendar to match our fiscal year which is April 1st.

In the cloud version, is it possible to remove "SQL query console" menu item from System Designer without losing the ability to use SQL Executor? I mean setting Access to “SQL query console” section permission to No won't solve the question, because it will deny access to SQL Executor, while I want just to remove the link from UI, keeping the ability to use the tool in requests.

Hello community,

Let’s say I have sent an email to a contact about a webinar. After some days I want to follow up  to this email. Is there a way to replyall or reply to that email instead of sending a different mail? The requirement is to have a single email thread instead of sending multiple emails about same thing. How can I achieve this through business process?

 

Thanks in advance!

Other CRM's I've used have a bcc system email address that can be included in marketing emails sent from outside the CRM such that when those emails are sync'd to the CRM, the emails get connected to the right contact.

Does Creatio have a system email that can be included in these marketing emails so that they can be sync'd to contacts in the Creatio database? If so, where do I find that?

If not, does anyone have another suggestion?