Sales_Creatio
7.17

Dear community,

after reading about the timeline tab (https://academy.creatio.com/documents/technic-sdk/7-16/introduction-17), i tried to add some fields in various TimelineTileSetting objects, for example in the Activity tile, here is the Data : 

{

    "entitySchemaName": "Activity"...MoreLess

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Hello Patrice,

The problem here is that the ActivityTimelineItemView doesn't know anything about the "Author" column and there i...MoreLess

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Sales_Creatio
7.17

I can't see any Website events on the lead page.

I just get the message "Data loading is in progress. This may take a few seconds."

https://prnt.sc/z36psq

https://prnt.sc/z34r5w

It seems I get some errors in my console when I open the Website events tab on the Lead page.

 

Method: POST 
https://chessit.creatio.com/0/rest/TrackingReportService/GetLeadFeed
Error 400 Bad request

I created the Lead via Landing page and my Website events should be set up correctly.

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Best reply

Dear Julius,

Thank you for your patience and for contacting us at support@creatio.com.

As we have discussed in our email thread the new ...MoreLess

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prefix
field
Sales_Creatio
7.17

Dear,

I want to add a calculated fieldto my OpportunityProductInterest object.

i add it with the Usr prefix (UsrMarge) , but when i save the object, the system return me the following error:

Unable to save structure. Name: OpportunityProductInterest. 
Label: Product of the opportunity. 
Error:...

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printable
Sales_Creatio
7.17

Dear,

I want to add the "UsrUniteDeVente" product field on my opportunity print.

But when i want to select the field, i can not select it, it is not in the list:

Is it possible to add this field on my printable ?

Thank you,

Nicolas

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The issue is that the value has a 1:many relationship with the opportunity. The opportunity can have multiple products added, so which one would...MoreLess

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Hello colleagues,

Can I start a conversation with a contact using Telegram from Creatio? how?

I didn't see the possibility to add Telegram as a "Communication option"

Thanks in advance

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Hello Julio, 

Unfortunately, there is no possibility to start the chat with existing contacts from the system. The chat feature enables...MoreLess

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avoid
town
creation
Sales_Creatio
7.17

Dear,

i would like to disallow town and state creation on my address page.

Why is not the section wizard reachable ?

So i can not add a business rules... :'(

Does anybody can help me ?

Thank you,

Nicolas

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Sorry i ve got it

i needed to go into the detail parameters...

Thank you !

Sorry i ve got it

i needed to go into the detail parameters...

Thank you !

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maps
account
Sales_Creatio
7.17

Dear,

Does an add-on that would show customers on a map exist ?

For example, a saler wants to know all accounts near the place he is.

Like this:

Thank you

Nicolas

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Dear Nicolas,

The is such option by default nor similar addon on the marketplace. We've registered your idea in our R&D team backlog t...MoreLess

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Dear,

On an account page, in the tab "Associated with", our users got the error:

"The value of the AUM column cannot be obtained because it has not been loaded."

For my part, with a supervisor account, i don't have the error.

Does anybody as an idea to solve this issue ?

Thank you,

Nicolas

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Solved, rights have been put on the column

i remove the rights and it is ok

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Opportunity
Sales_Creatio
7.15

In the Ootb Opportunities Section, there are two columns, Sales Cycle Duration and Overall Sales Cycle Duration. They seem like they are populated automatically but I cannot figure out how. Does anybody happen to know how these columns get updated?

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You can find updateOpportunityDaysValues method in BaseOpportunityPage

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microsoft
Teams
Sales_Creatio

I would love to see a teams integration with the feed in Creatio.  Is that possible?  Sales and Service

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Hello Mike, 

You can synchronize Microsoft Teams meetings with Creatio if they are synchronized into your Outlook calendar. More detailed...MoreLess

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