We are trying to add new contact via Email but there are few fields which are made mandatory in the contact section and without those field values, contact is not being created.
For Eg: the “Type” field is mandatory in the contact section but in the email even if we select enrichment from the incoming email, we won’t get that data for the "type" field.
Question : In that case, what can be done to add the mandatory fields also while adding a new contact from an email?
I have a case where the Outlook Sync wasn't setup correctly, so instead of "Full job title" being synced to "Job title" field in Outlook, it populates "Prefix" field. There are simply too many contacts to fix manually.
Is there a quick way to fix this issue? Where can I access mapping criteria for Creatio-Outlook synchronization?
We need to link an email (Send email manually) to an activity from the business process.
In the process element, we can not select the activity and fill in the parameter. It seems all the parameter is predefined in the process element (send email).
I am trying to create a new lead and qualifying it, to create a new contact & account but when i am trying to create another lead with the same account name and contact name, later qualifying it. Duplicate contact and account is getting created via the OOB lead management an...MoreLess
As Creatio partners, is there a way of managing a multitenant installation of Creatio? Basically, we are looking at a case where we would like to spin up a cloud instance of Creatio containing our common implemented package for every new customer and manage all instances through an administration portal. Is this possible? What are the licensing implications, if any?
Thank you for your response, Angela! This is in the context of cloud. Is there an admin portal for the partner to manage an implementation-specific...MoreLess
Is there a way to add the tags in the Excel report section . For example, I have created a tag in the opportunity section. Is there a way to add that tag field in the excel reports too.
