Our customer is generating documents in their old CRM system in an interactive way. This means they can merge the data from the CRM with the report template into a Word document, then edit that document in Word and save the final result to CRM as PDF.
As far as I know, this is not possible in Creatio 8, but is very important for the customer!
Is there any way to achieve this goal? I searched the marketplace but haven't found a proper solution.
Unfortunately, there is no such option at the moment.
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns. However, we understand that this is not ideal for your specific needs.
Unfortunately, there is no such option at the moment.
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns. However, we understand that this is not ideal for your specific needs.
Thanks for the info! Is there an ETA on when the feature might be available? Also something like "not in the next x versions" would already be of help!
As for now, there is no such functionality. We have already registered the idea for our R&D team to implement this functionality in further releases. We will assign your case to this project to increase its priority.
Hi there - I'm trying to figure out where to put this schema in Creatio configuration to allow for a button in mobile. I've found this article but it isn't clear how/where to apply this:
You can add/modify those in the Activity results lookup. However, those values are tied to specific Activity categories. If you select a row in the Activity results lookup there's an icon you can click to define which Categories it is for - see https://share.customerfx.com/QwuoY8RK
GenerateViewModuleScripts?v=8.1.1.3635:1 Could not load file or assembly "CrtFeatureToggling, Version=8.1.1.3635, Culture=neutral, PublicKeyToken=null" or one of its dependencies. The system cannot find the file specified.
Please create a case for the Support Team via support@creatio.com and provide all necessary details for the investigation (screenshot with errors, instance, external access to it).
I've built a demo in a Creatio cloud server, and I wasnt to continue working on that package, but now on my dev environment. Is there a way to extract package contents from the zip file to convert it to a file system installed package?
We have multiple different fields when we are creating a record. Forexample Time 1, Time 2, Time 3, Name 1, Name 2, Name 3.
We know that all 3 name fields can be merged together through a process and the result could be one name fields such as Name with "Name 1 / Name 2 / Name 3".
I want to know if this is possible for Time fields too? Can we merge those 3 fields into one field but show all 3 of them in that single field?
Thank you for bringing this matter to our attention.
Regarding the limitation you've mentioned, where the time field can only display one value at a time. As a workaround, we propose implementing a detail where all time values are stored. This approach ensures that when merging the primary record, all associated records in the detail will also be preserved.
