For our DBL client, we are trying to set a dashboard to find out the user logged in to the system. We have set the below filter : Question 0 Feb 22, 2023
HOW TO ADD additonal field in the approval notification panel other than the “Name” of the record Question 0 Feb 20, 2023
HOW TO add disqualified and not interested stages in the lead pipeline Question 0 Feb 17, 2023
HOW TO set “Make the list editable” as true after creating a detail Question 0 Feb 04, 2023
How to set up the first stage as default in the section which has two case lifecycle [DCM] based on a field? Question 0 Feb 01, 2023
Update the DCM for the entire records created whenever a change/new stage is added to the DCM Question 2 Jan 23, 2023
Manager is getting all the workspaces of the users associated in the organisational structure. Question 0 Jan 09, 2023
How to change the value alignment of the heading/values in the list set up of the dashboard ? Question 0 Dec 05, 2022
Can Partner Portal licensed users access creatio Mobile app similar to the users having Customer portal licensed Question 0 Apr 20, 2022
Not Able to Edit the edit page in Specify information that is required for proceeding to handoff in the Lead section Question 0 Mar 21, 2022
RESPONSE AND RESOLUTION TIME For case created via email by defulat Question 0 Feb 09, 2022
Access issue for the records once there is a change in object permission Question 1 Feb 01, 2022
Filtering an exact number of day instead of using following days/previous days similar to filter option today Idea 4 Jan 22, 2022
Automatic Email is not delivered to account email address when a case is created or case stage is changed/closed Question 0 Jan 20, 2022
UNEXPECTED TOKEN r IN JSON at position 0 Question 0 Jan 18, 2022
How to remove/hide the OOTB activities created for opportunity based on the stage change. Question 0 Jan 11, 2022
Lead is editable by the owner's manager provided in organisational structure even through if we restrict it via process Question 0 Jan 03, 2022
Organisational Role design - Higher level to lower level or from lower level to higher level Question 0 Dec 10, 2021
Knowledge based articles are linked to certain case category in the KB section but in the case the KB doesn’t show up by default if the same category case Is created Question 0 Nov 22, 2021
Date value is added in the DB but it doesn’t show up in the filed post the process completion Question 0 Sep 23, 2021