https://creatio.crmtogether.com/api.php?action=feedcontributions&feedformat=atom&user=CreatioWikiSysopApps for Creatio - User contributions [en]2026-04-20T11:52:34ZUser contributionsMediaWiki 1.42.3https://creatio.crmtogether.com/index.php?title=Releases&diff=485Releases2026-04-11T13:28:32Z<p>CreatioWikiSysop: </p>
<hr />
<div>Version: 1.7.991 - 11th April 2026 <br />
<br />
* When an email is filed (or was filed) the Category "Filed" will be added to it so the user can see from the inbox that the have action'd the email. This is only when emails are filed/saved from the Explorer window and not in compose mode.<br />
* Improved Session control. The system will now check the session exists and if not re-login.<br />
* Saving of emails. The structure of how the Creatio activity is save this has changed to try speed it up.<br />
* Domain Matching now ignores gmail.com, outlook.com and other generic emails. <br />
<br />
Version: 1.7.5 - 14th March 2026 <br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
* Fast Save Email button - no dialog is open<br />
<br />
Compose mode updates - See [[Compose]]<br />
<br />
* Address book<br />
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=484Compose2026-04-02T21:25:22Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming March 2026 <br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
[[File:Creatio email templates.png]]<br />
<br />
1: Search. Use a % for a partial search<br />
<br />
2: Click an item to select it<br />
<br />
3: Click the icon to preview (see below)<br />
<br />
<br />
'''Email Template Preview'''<br />
<br />
[[File:Creatio email template preview.png]]<br />
<br />
1: Navigate easily through the templates<br />
<br />
2: Click "USE" to insert the email into the compose window<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
A: Filter on name <br />
<br />
B. Download to preview the file <br />
<br />
C. Click to attach the file to the email <br />
<br />
[[File:Creatio attach documents.png]] <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact<br />
<br />
B. The results show up here<br />
<br />
C. Click na item in B and this will populate the To area<br />
<br />
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used. <br />
<br />
Click OKAY to close the window and have the values you selected inserted into the window <br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=483Releases2026-03-16T12:16:39Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - 14th March 2026 (note that the compose buttons will appear once approved by Microsoft)<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
* Fast Save Email button - no dialog is open<br />
<br />
Compose mode updates - See [[Compose]]<br />
<br />
* Address book<br />
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=482Compose2026-03-14T17:20:50Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming March 2026 (waiting on rollout from Microsoft)<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
[[File:Creatio email templates.png]]<br />
<br />
1: Search. Use a % for a partial search<br />
<br />
2: Click an item to select it<br />
<br />
3: Click the icon to preview (see below)<br />
<br />
<br />
'''Email Template Preview'''<br />
<br />
[[File:Creatio email template preview.png]]<br />
<br />
1: Navigate easily through the templates<br />
<br />
2: Click "USE" to insert the email into the compose window<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
A: Filter on name <br />
<br />
B. Download to preview the file <br />
<br />
C. Click to attach the file to the email <br />
<br />
[[File:Creatio attach documents.png]] <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact<br />
<br />
B. The results show up here<br />
<br />
C. Click na item in B and this will populate the To area<br />
<br />
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used. <br />
<br />
Click OKAY to close the window and have the values you selected inserted into the window <br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=481Releases2026-03-14T16:46:41Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - 14th March 2026 (note that the compose buttons will appear once approved by Microsft)<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
* Fast Save Email button - no dialog is open<br />
<br />
Compose mode updates - See [[Compose]]<br />
<br />
* Address book<br />
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=480Releases2026-03-14T16:39:25Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - 14th March 2026<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
* Fast Save Email button - no dialog is open<br />
<br />
Compose mode updates - See [[Compose]]<br />
<br />
* Address book<br />
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Import_into_Creatio&diff=479Import into Creatio2026-03-02T11:30:25Z<p>CreatioWikiSysop: </p>
<hr />
<div>Using JINT mode you can insert data. The example below creates an Account and Contact record. Then it updates the Account making the Contact the Primary contact for the Account. <br />
<br />
<br />
You can see use of the method "getguid" which allows you to map Creatio Lookup record Guids. <br />
----<br />
<br />
<br />
'''SAMPLE SCRIPT'''<br />
<br />
var account_name = "Acme Consulting";<br />
<br />
var account_category = "B";<br />
<br />
var account_industry = "Advertising";<br />
<br />
//get any guid values <br />
<br />
var account_categoryGUID = di.'''getguid'''("AccountCategory",account_category);<br />
<br />
var account_industryGUID = di.'''getguid'''("AccountIndustry",account_industry);<br />
<br />
var creatioRecord = '''CreatioRecord'''('Account');<br />
<br />
'''creatioRecord'''.Set("AccountCategoryId", account_categoryGUID);<br />
<br />
'''creatioRecord'''.Set("IndustryId", account_industryGUID);<br />
<br />
var accountFilter="Name eq '"+account_name+"'";<br />
<br />
var cRecord=di.'''querydb'''("Account",accountFilter,"Id");<br />
<br />
var accountId=null;<br />
<br />
if (cRecord && cRecord.Rows.Count==1)<br />
<br />
{<br />
<br />
//only do if count is one<br />
<br />
var updated='''creatioRecord'''.'''Update'''(cRecord.Rows[0]['Id']);<br />
<br />
}else if (cRecord && cRecord.Rows.Count==0){<br />
<br />
'''creatioRecord'''.Set("Name", account_name);<br />
<br />
var newId='''creatioRecord'''.'''Insert'''();<br />
<br />
var creatioRecord_contact = '''CreatioRecord'''('Contact');<br />
<br />
'''creatioRecord_contact'''.Set("AccountId",newId);<br />
<br />
'''creatioRecord_contact'''.Set("Name","Michael Scalea");<br />
<br />
'''creatioRecord_contact'''.Set("JobTitle","Owner");<br />
<br />
var newContactId='''creatioRecord_contact'''.'''Insert'''();<br />
<br />
var '''creatioRecord_ac''' = '''CreatioRecord'''('Account');<br />
<br />
'''creatioRecord_ac'''.Set("PrimaryContactId",newContactId);<br />
<br />
'''creatioRecord_ac'''.'''update'''(newId);<br />
<br />
}else{<br />
<br />
di.display("****Duplicate Account Found****:"+account_name);<br />
<br />
}<br />
<br />
----<br />
SetNumeric example<br />
<br />
So whenever we wants to set value as Numeric/Float then we we need to use creatioRecord.SetNumeric('Price',12.40);<br />
<br />
EG<br />
<br />
var creatioRecord = CreatioRecord('Product');<br />
<br />
creatioRecord.Set('Name', 'TestProductName7');<br />
<br />
creatioRecord.Set('Code', 'Test007');<br />
<br />
creatioRecord.SetNumeric('Price', 15.30);<br />
<br />
var newId=creatioRecord.Insert();<br />
<br />
di.display(newId);<br />
<br />
[[File:Jint creatio demo.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Batching_Updates&diff=478Batching Updates2026-03-02T11:28:01Z<p>CreatioWikiSysop: </p>
<hr />
<div>Using JINT mode we can use scripting to batch inserts and updates (This uses the oData Batch api).<br />
This speeds up any inserts/updates<br />
----'''SAMPLE SCRIPT'''<blockquote>jint di<br />
<br />
var '''creatiobatch'''='''CreatioBatch'''();<br />
<br />
var '''creatioRecord_contact''' = '''CreatioRecord'''('Contact');<br />
<br />
'''creatioRecord_contact'''.Set("Name","Jane Doe");<br />
<br />
'''creatioRecord_contact'''.Set("JobTitle","Head of Design");<br />
<br />
'''creatioRecord_contact'''.mode="'''Insert'''";<br />
<br />
'''creatiobatch'''.add('''creatioRecord_contact''');<br />
<br />
var '''creatioRecord_contact2''' = '''CreatioRecord'''('Contact');<br />
<br />
var id2 = di.'''getguid'''('contact','Frank Jones');<br />
<br />
'''creatioRecord_contact2'''.Set("Email","frank@jonesinc.com");<br />
<br />
'''creatioRecord_contact2'''.id = id2;<br />
<br />
'''creatioRecord_contact2'''.mode="Update";<br />
<br />
'''creatiobatch'''.add('''creatioRecord_contact2''');<br />
<br />
var '''creatiobatchResult'''='''creatiobatch'''.'''process'''();</blockquote></div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=477Releases2026-02-24T11:33:31Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - ..coming March 26<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
* Fast Save Email button - no dialog is open<br />
<br />
Compose mode updates - See [[Compose]]<br />
<br />
* Address book<br />
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Import_into_Creatio&diff=476Import into Creatio2026-02-22T18:33:32Z<p>CreatioWikiSysop: </p>
<hr />
<div>Using JINT mode you can insert data. The example below creates and Account and Contact record. Then it updates the Account making the Contact the Primary contact for the Account. <br />
<br />
<br />
You can see use of the method "getguid" which allows you to map Creatio Lookup record Guids. <br />
----<br />
<br />
<br />
'''SAMPLE SCRIPT'''<br />
<br />
var account_name = "Acme Consulting";<br />
<br />
var account_category = "B";<br />
<br />
var account_industry = "Advertising";<br />
<br />
//get any guid values <br />
<br />
var account_categoryGUID = di.'''getguid'''("AccountCategory",account_category);<br />
<br />
var account_industryGUID = di.'''getguid'''("AccountIndustry",account_industry);<br />
<br />
var creatioRecord = '''CreatioRecord'''('Account');<br />
<br />
'''creatioRecord'''.Set("AccountCategoryId", account_categoryGUID);<br />
<br />
'''creatioRecord'''.Set("IndustryId", account_industryGUID);<br />
<br />
var accountFilter="Name eq '"+account_name+"'";<br />
<br />
var cRecord=di.'''querydb'''("Account",accountFilter,"Id");<br />
<br />
var accountId=null;<br />
<br />
if (cRecord && cRecord.Rows.Count==1)<br />
<br />
{<br />
<br />
//only do if count is one<br />
<br />
var updated='''creatioRecord'''.'''Update'''(cRecord.Rows[0]['Id']);<br />
<br />
}else if (cRecord && cRecord.Rows.Count==0){<br />
<br />
'''creatioRecord'''.Set("Name", account_name);<br />
<br />
var newId='''creatioRecord'''.'''Insert'''();<br />
<br />
var creatioRecord_contact = '''CreatioRecord'''('Contact');<br />
<br />
'''creatioRecord_contact'''.Set("AccountId",newId);<br />
<br />
'''creatioRecord_contact'''.Set("Name","Michael Scalea");<br />
<br />
'''creatioRecord_contact'''.Set("JobTitle","Owner");<br />
<br />
var newContactId='''creatioRecord_contact'''.'''Insert'''();<br />
<br />
var '''creatioRecord_ac''' = '''CreatioRecord'''('Account');<br />
<br />
'''creatioRecord_ac'''.Set("PrimaryContactId",newContactId);<br />
<br />
'''creatioRecord_ac'''.'''update'''(newId);<br />
<br />
}else{<br />
<br />
di.display("****Duplicate Account Found****:"+account_name);<br />
<br />
}<br />
<br />
----<br />
SetNumeric example<br />
<br />
So whenever we wants to set value as Numeric/Float then we we need to use creatioRecord.SetNumeric('Price',12.40);<br />
<br />
EG<br />
<br />
var creatioRecord = CreatioRecord('Product');<br />
<br />
creatioRecord.Set('Name', 'TestProductName7');<br />
<br />
creatioRecord.Set('Code', 'Test007');<br />
<br />
creatioRecord.SetNumeric('Price', 15.30);<br />
<br />
var newId=creatioRecord.Insert();<br />
<br />
di.display(newId);<br />
<br />
[[File:Jint creatio demo.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Jint_creatio_demo.png&diff=475File:Jint creatio demo.png2026-02-22T18:33:11Z<p>CreatioWikiSysop: </p>
<hr />
<div>Jint creatio demo</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=DI_Jint&diff=474DI Jint2026-02-22T18:30:59Z<p>CreatioWikiSysop: </p>
<hr />
<div>There are specific commands in the Javascript Engine (JINT) relating to Creatio Only. <br />
<br />
# getGUID - This is used where you have the "Name" value and need the Guid ID. You would use this for an integration where Id's would not map but you could map the Names. Only one result is returned so this depends on the Name value being unique. Otherwise use querydb.<br />
<br />
- Parameters (a) COLLECTION (b) FILTER<br />
- returns GUID value<br />
EG<br />
<nowiki> >var _accInGuid = di.getGUID("AccountIndustry","Consulting");<br />
</nowiki> <br />
<br />
2. getLookup - This is used where you query a collection but need the Name value so a person can read this rather than the Guid value.<br />
- Parameters (a) COLLECTION (b) GUID<br />
<nowiki> - returns NAME field value from COLLECTION </nowiki> <br />
EG<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6"); </nowiki><br />
<br />
OR you can also pass in the field (Default is Name)<br />
<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6","Name"); </nowiki><br />
<br />
<br />
3. var ent=di.getEntityById(ENTITY,ENTITYID)<br />
<br />
eg<br />
<nowiki> <br />
var _contact = di.getEntityById("contact","590f5617-49ce-48f1-acbb-0f7de14d38ba")<br />
</nowiki> <br />
This runs EG<br />
<br />
https://test.creatio.com/0/odata/Contact(590f5617-49ce-48f1-acbb-0f7de14d38ba)?$count=true&$top=1</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Query_Creatio_Data&diff=473Query Creatio Data2026-02-22T18:17:48Z<p>CreatioWikiSysop: </p>
<hr />
<div>Example walk through <br />
<br />
A. Add Creatio as a server<br />
<br />
For Creatio: eg.addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
Syntax:<br />
<br />
>addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
EG<br />
<br />
>addserver creatio "live2026" "https://live2026.creatio.com" "Supervisor" "********"<br />
<br />
This sets up creatio as a connection in the App<br />
<br />
B. <br />
<br />
List the tables(collections) in the system<br />
<br />
>dbtables<br />
You can filter also<br />
<br />
>dbtables acc%<br />
[[File:Creatio describe.png]] <br />
<br />
C. <br />
<br />
See the columns in a table (collection)<br />
<br />
>describe Account<br />
<br />
And view a column<br />
<br />
>describe Account Createdbyid<br />
[[File:Creatio field props.png]]<br />
<br />
<br />
<br />
----<br />
<br />
Filter strings and comparison commands<br />
<br />
eq - equals/=<br />
ne - not equals/!=/<><br />
ge - greater than or equals/=<br />
le - less than or equals/=<br />
contains - a string contains a value <br />
Strings only<br />
contains(Name,'a')<br />
<br />
----<br />
<br />
Dates<br />
<br />
Date values must be in ISO format<br />
<br />
filter=StartDate ge ${from} and StartDate le ${to}<br />
<br />
Example ISO format<br />
<br />
2025-05-08T10:24:01.564Z<br />
<br />
using the Javascript engine you can get this as follows:<br />
<br />
var date = new Date();<br />
date.setDate(date.getDate() - 1); //yesterday<br />
var from = date.toISOString();<br />
<br />
----<br />
<br />
Id fields (typically defined as GUID types) expect the "Id" value of the lookup table if used in a comparison <br />
<br />
EG<br />
<br />
$filter=Owner/Id eq 410006e1-ca4e-4502-a9ec-e54d922d2c00 and stage/id ne a9aafdfe-2242-4f42-8cd5-2ae3b9556d79<br />
<br />
So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getGuid"<br />
<br />
EG in jint <br />
<br />
var _accInGuid = di.getGUID("OpportunityStage","Qualification")<br />
<br />
ref: https://creatio.crmtogether.com/index.php?title=DI_Jint<br />
----<br />
<br />
Query some data<br />
<br />
querydb <ENTITY> "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" "<CUSTOMPARAMS>" <ENTER><br />
<br />
Example <br />
<br />
>querydb Account "contains(Name,'a')" "Id,Name" "NAME ASC"<br />
<br />
[[File:Creatio querydb.png|thumb]]<br />
<br />
---<br />
<br />
So of course this is a fairly basic example. What about GUID fields. Lets say the requirement is to get the data into a Data mart of warehouse and really we dont want or need the GUID but we do need the translation or lookup code so people can write simpler queries in SQL.<br />
<br />
To do this you use<br />
<br />
getLookup<br />
<br />
Params are<br />
* Collection to lookup for the value <br />
* Field to use<br />
* Column name in island dataset<br />
<br />
EG<br />
<br />
>querydb Opportunity "" "Id,Title,{getLookup('OpportunityStage','StageId','StageCode')}" "Title DESC"<br />
<br />
[[File:Creatio_getlookup.png]]<br />
<br />
and when we push this to the Data Islands cloud you can see the data<br />
<br />
[[File:Creatio_getlookup_trans.png]]<br />
<br />
So this is the equivailent of a join in SQL to get the data a user can see in a report for example. <br />
<br />
Its ideal if you need the data to upload to a reporting tool like PowerBI for example. Or import the island into a local database to use with a reporting tool of choice or import to a CSV and use in Excel.</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Query_Creatio_Data&diff=472Query Creatio Data2026-02-22T18:17:30Z<p>CreatioWikiSysop: </p>
<hr />
<div>Example walk through <br />
<br />
A. Add Creatio as a server<br />
<br />
For Creatio: eg.addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
Syntax:<br />
<br />
>addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
EG<br />
<br />
>addserver creatio "live2026" "https://live2026.creatio.com" "Supervisor" "********"<br />
<br />
This sets up creatio as a connection in the App<br />
<br />
B. <br />
<br />
List the tables(collections) in the system<br />
<br />
>dbtables<br />
You can filter also<br />
<br />
>dbtables acc%<br />
[[File:Creatio describe.png|thumb]] <br />
<br />
C. <br />
<br />
See the columns in a table (collection)<br />
<br />
>describe Account<br />
<br />
And view a column<br />
<br />
>describe Account Createdbyid<br />
[[File:Creatio field props.png|thumb]]<br />
<br />
<br />
<br />
----<br />
<br />
Filter strings and comparison commands<br />
<br />
eq - equals/=<br />
ne - not equals/!=/<><br />
ge - greater than or equals/=<br />
le - less than or equals/=<br />
contains - a string contains a value <br />
Strings only<br />
contains(Name,'a')<br />
<br />
----<br />
<br />
Dates<br />
<br />
Date values must be in ISO format<br />
<br />
filter=StartDate ge ${from} and StartDate le ${to}<br />
<br />
Example ISO format<br />
<br />
2025-05-08T10:24:01.564Z<br />
<br />
using the Javascript engine you can get this as follows:<br />
<br />
var date = new Date();<br />
date.setDate(date.getDate() - 1); //yesterday<br />
var from = date.toISOString();<br />
<br />
----<br />
<br />
Id fields (typically defined as GUID types) expect the "Id" value of the lookup table if used in a comparison <br />
<br />
EG<br />
<br />
$filter=Owner/Id eq 410006e1-ca4e-4502-a9ec-e54d922d2c00 and stage/id ne a9aafdfe-2242-4f42-8cd5-2ae3b9556d79<br />
<br />
So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getGuid"<br />
<br />
EG in jint <br />
<br />
var _accInGuid = di.getGUID("OpportunityStage","Qualification")<br />
<br />
ref: https://creatio.crmtogether.com/index.php?title=DI_Jint<br />
----<br />
<br />
Query some data<br />
<br />
querydb <ENTITY> "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" "<CUSTOMPARAMS>" <ENTER><br />
<br />
Example <br />
<br />
>querydb Account "contains(Name,'a')" "Id,Name" "NAME ASC"<br />
<br />
[[File:Creatio querydb.png|thumb]]<br />
<br />
---<br />
<br />
So of course this is a fairly basic example. What about GUID fields. Lets say the requirement is to get the data into a Data mart of warehouse and really we dont want or need the GUID but we do need the translation or lookup code so people can write simpler queries in SQL.<br />
<br />
To do this you use<br />
<br />
getLookup<br />
<br />
Params are<br />
* Collection to lookup for the value <br />
* Field to use<br />
* Column name in island dataset<br />
<br />
EG<br />
<br />
>querydb Opportunity "" "Id,Title,{getLookup('OpportunityStage','StageId','StageCode')}" "Title DESC"<br />
<br />
[[File:Creatio_getlookup.png]]<br />
<br />
and when we push this to the Data Islands cloud you can see the data<br />
<br />
[[File:Creatio_getlookup_trans.png]]<br />
<br />
So this is the equivailent of a join in SQL to get the data a user can see in a report for example. <br />
<br />
Its ideal if you need the data to upload to a reporting tool like PowerBI for example. Or import the island into a local database to use with a reporting tool of choice or import to a CSV and use in Excel.</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Creatio_describe.png&diff=471File:Creatio describe.png2026-02-22T18:17:23Z<p>CreatioWikiSysop: </p>
<hr />
<div>Creatio describe</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Creatio_field_props.png&diff=470File:Creatio field props.png2026-02-22T18:16:14Z<p>CreatioWikiSysop: </p>
<hr />
<div>Creatio field props</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Query_Creatio_Data&diff=469Query Creatio Data2026-02-22T18:15:18Z<p>CreatioWikiSysop: </p>
<hr />
<div>Example walk through <br />
<br />
A. Add Creatio as a server<br />
<br />
For Creatio: eg.addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
Syntax:<br />
<br />
>addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
EG<br />
<br />
>addserver creatio "live2026" "https://live2026.creatio.com" "Supervisor" "********"<br />
<br />
This sets up creatio as a connection in the App<br />
<br />
B. <br />
<br />
List the tables(collections) in the system<br />
<br />
>dbtables<br />
You can filter also<br />
<br />
>dbtables acc%<br />
<br />
C. <br />
<br />
See the columns in a table (collection)<br />
<br />
>describe Account<br />
<br />
And view a column<br />
<br />
>describe Account Createdbyid<br />
<br />
<br />
<br />
----<br />
<br />
Filter strings and comparison commands<br />
<br />
eq - equals/=<br />
ne - not equals/!=/<><br />
ge - greater than or equals/=<br />
le - less than or equals/=<br />
contains - a string contains a value <br />
Strings only<br />
contains(Name,'a')<br />
<br />
----<br />
<br />
Dates<br />
<br />
Date values must be in ISO format<br />
<br />
filter=StartDate ge ${from} and StartDate le ${to}<br />
<br />
Example ISO format<br />
<br />
2025-05-08T10:24:01.564Z<br />
<br />
using the Javascript engine you can get this as follows:<br />
<br />
var date = new Date();<br />
date.setDate(date.getDate() - 1); //yesterday<br />
var from = date.toISOString();<br />
<br />
----<br />
<br />
Id fields (typically defined as GUID types) expect the "Id" value of the lookup table if used in a comparison <br />
<br />
EG<br />
<br />
$filter=Owner/Id eq 410006e1-ca4e-4502-a9ec-e54d922d2c00 and stage/id ne a9aafdfe-2242-4f42-8cd5-2ae3b9556d79<br />
<br />
So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getGuid"<br />
<br />
EG in jint <br />
<br />
var _accInGuid = di.getGUID("OpportunityStage","Qualification")<br />
<br />
ref: https://creatio.crmtogether.com/index.php?title=DI_Jint<br />
----<br />
<br />
Query some data<br />
<br />
querydb <ENTITY> "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" "<CUSTOMPARAMS>" <ENTER><br />
<br />
Example <br />
<br />
>querydb Account "contains(Name,'a')" "Id,Name" "NAME ASC"<br />
<br />
[[File:Creatio querydb.png|thumb]]<br />
<br />
---<br />
<br />
So of course this is a fairly basic example. What about GUID fields. Lets say the requirement is to get the data into a Data mart of warehouse and really we dont want or need the GUID but we do need the translation or lookup code so people can write simpler queries in SQL.<br />
<br />
To do this you use<br />
<br />
getLookup<br />
<br />
Params are<br />
* Collection to lookup for the value <br />
* Field to use<br />
* Column name in island dataset<br />
<br />
EG<br />
<br />
>querydb Opportunity "" "Id,Title,{getLookup('OpportunityStage','StageId','StageCode')}" "Title DESC"<br />
<br />
[[File:Creatio_getlookup.png]]<br />
<br />
and when we push this to the Data Islands cloud you can see the data<br />
<br />
[[File:Creatio_getlookup_trans.png]]<br />
<br />
So this is the equivailent of a join in SQL to get the data a user can see in a report for example. <br />
<br />
Its ideal if you need the data to upload to a reporting tool like PowerBI for example. Or import the island into a local database to use with a reporting tool of choice or import to a CSV and use in Excel.</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Query_Creatio_Data&diff=468Query Creatio Data2026-02-22T18:14:44Z<p>CreatioWikiSysop: </p>
<hr />
<div>Example walk through <br />
<br />
A. Add Creatio as a server<br />
<br />
For Creatio: eg.addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
Syntax:<br />
<br />
>addserver creatio "<ALIAS>" "<URL>" "<USERNAME>" "<PASSWORD>"<br />
<br />
EG<br />
<br />
>addserver creatio "live2026" "https://live2026.creatio.com" "Supervisor" "********"<br />
<br />
This sets up creatio as a connection in the App<br />
<br />
B. <br />
<br />
List the tables(collections) in the system<br />
<br />
>dbtables<br />
You can filter also<br />
<br />
>dbtables acc%<br />
<br />
C. <br />
<br />
See the columns in a table (collection)<br />
<br />
>describe Account<br />
<br />
----<br />
<br />
Filter strings and comparison commands<br />
<br />
eq - equals/=<br />
ne - not equals/!=/<><br />
ge - greater than or equals/=<br />
le - less than or equals/=<br />
contains - a string contains a value <br />
Strings only<br />
contains(Name,'a')<br />
<br />
----<br />
<br />
Dates<br />
<br />
Date values must be in ISO format<br />
<br />
filter=StartDate ge ${from} and StartDate le ${to}<br />
<br />
Example ISO format<br />
<br />
2025-05-08T10:24:01.564Z<br />
<br />
using the Javascript engine you can get this as follows:<br />
<br />
var date = new Date();<br />
date.setDate(date.getDate() - 1); //yesterday<br />
var from = date.toISOString();<br />
<br />
----<br />
<br />
Id fields (typically defined as GUID types) expect the "Id" value of the lookup table if used in a comparison <br />
<br />
EG<br />
<br />
$filter=Owner/Id eq 410006e1-ca4e-4502-a9ec-e54d922d2c00 and stage/id ne a9aafdfe-2242-4f42-8cd5-2ae3b9556d79<br />
<br />
So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getGuid"<br />
<br />
EG in jint <br />
<br />
var _accInGuid = di.getGUID("OpportunityStage","Qualification")<br />
<br />
ref: https://creatio.crmtogether.com/index.php?title=DI_Jint<br />
----<br />
<br />
Query some data<br />
<br />
querydb <ENTITY> "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" "<CUSTOMPARAMS>" <ENTER><br />
<br />
Example <br />
<br />
>querydb Account "contains(Name,'a')" "Id,Name" "NAME ASC"<br />
<br />
[[File:Creatio querydb.png|thumb]]<br />
<br />
---<br />
<br />
So of course this is a fairly basic example. What about GUID fields. Lets say the requirement is to get the data into a Data mart of warehouse and really we dont want or need the GUID but we do need the translation or lookup code so people can write simpler queries in SQL.<br />
<br />
To do this you use<br />
<br />
getLookup<br />
<br />
Params are<br />
* Collection to lookup for the value <br />
* Field to use<br />
* Column name in island dataset<br />
<br />
EG<br />
<br />
>querydb Opportunity "" "Id,Title,{getLookup('OpportunityStage','StageId','StageCode')}" "Title DESC"<br />
<br />
[[File:Creatio_getlookup.png]]<br />
<br />
and when we push this to the Data Islands cloud you can see the data<br />
<br />
[[File:Creatio_getlookup_trans.png]]<br />
<br />
So this is the equivailent of a join in SQL to get the data a user can see in a report for example. <br />
<br />
Its ideal if you need the data to upload to a reporting tool like PowerBI for example. Or import the island into a local database to use with a reporting tool of choice or import to a CSV and use in Excel.</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=467Releases2026-02-18T17:01:33Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - ..coming feb 26<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
* Fast Save Email button - no dialog is open<br />
<br />
Compose mode updates - See [[Compose]]<br />
<br />
* Address book<br />
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=466Releases2026-02-13T17:45:50Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - ..coming feb 26<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
<br />
Compose mode updates - See [[Compose]]<br />
<br />
* Address book<br />
* Shared Documents<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the file entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=465Releases2026-02-13T17:45:30Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - ..coming feb 26<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
* SSA fields now have an optional dialog to make easier to use<br />
<br />
Compose mode updates<br />
<br />
* Address book<br />
* Shared Documents<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the file entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Email_Matching&diff=464Email Matching2026-02-13T17:44:43Z<p>CreatioWikiSysop: </p>
<hr />
<div>==== How email matching works ====<br />
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. <br />
This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. <br />
<br />
If the email has already been filed against say an opportunity then this "opportunity" record will be in the matches.<br />
<br />
For emails not previously filed the email from address is used to match on the <br />
<br />
* Contact (Primary Email)<br />
* Lead (Primary Email)<br />
* Account (domain from Web value)<br />
<br />
..coming Feb 26<br />
* Email Conversation Id - this is stored when an email is saved<br />
* Contact (Any Email)<br />
* Account (Any Email)<br />
* Lead (Primary Email)<br />
* Account (domain from Web value)<br />
<br />
<br />
<br />
==== How does Account matching work ====<br />
We have an Account (Accom) with <br />
<br />
Web = https://www.accom.com<br />
<br />
and there is an email from<br />
<br />
jane@Accom.com<br />
<br />
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"<br />
<br />
==== Smart Matching-coming Feb 26 ====<br />
<br />
Note this is enabled by default. Also this only checks Activities created within the last 90 days for speed reasons.<br />
<br />
The email conversion id is used to find a match. <br />
<br />
Some examples <br />
<br />
The first example is from a match on the email id (entryid) and so the email had been filed against this record.<br />
<br />
[[File:oppo match1.png|300px]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Email_Matching&diff=463Email Matching2026-02-13T17:43:16Z<p>CreatioWikiSysop: </p>
<hr />
<div>==== How email matching works ====<br />
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. <br />
This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. <br />
<br />
If the email has already been filed against say an opportunity then this "opportunity" record will be in the matches.<br />
<br />
For emails not previously filed the email from address is used to match on the <br />
<br />
* Contact (Primary Email)<br />
* Lead (Primary Email)<br />
* Account (domain from Web value)<br />
<br />
..coming Feb 26<br />
* Email Conversation Id - this is stored when an email is saved<br />
* Contact (Any Email)<br />
* Account (Any Email)<br />
* Lead (Primary Email)<br />
* Account (domain from Web value)<br />
<br />
<br />
<br />
==== How does Account matching work ====<br />
We have an Account (Accom) with <br />
<br />
Web = https://www.accom.com<br />
<br />
and there is an email from<br />
<br />
jane@Accom.com<br />
<br />
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"<br />
<br />
==== Smart Matching ====<br />
<br />
'''NOTE THIS FEATURE HAS BEEN DISABLED FROM 8TH JAN 2026 AS USERS FOUND SOME RESULTS CONFUSING.''' <br />
<br />
Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.<br />
<br />
For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record. <br />
<br />
The system will search on subject, sender and the first to address in various orders and the results will show how the match was made and a confidence level. <br />
<br />
Some examples<br />
<br />
The first example is from a match on the email id (entryid) and so the email had been filed against this record.<br />
<br />
[[File:oppo match1.png|300px]]<br />
<br />
The second example here has used the subject and an email address to find a match as the email had not been previously filed.<br />
<br />
[[File:case match1.png|300px]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=462Releases2026-02-13T16:44:12Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.7.5 - ..coming feb 26<br />
<br />
* Moved filed email flag to footer - only called on mail change now<br />
* Removed blocking image call to improve performance<br />
* Ability to inspect API calls (we may turn this off in future or hide this)<br />
* Context - we use the email conversation id to surface the correct entity<br />
* Email matching now searches on all Contact and Account emails<br />
* Search. Search defaults to starts with. Insert a % to use contains. <br />
* Fix for file email on case issues<br />
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)<br />
<br />
Compose mode updates<br />
<br />
* Address book<br />
* Shared Documents<br />
* Email Templates<br />
* Save - will use context via conversation id to surface the correct entity. Users can also change the file entity<br />
<br />
----<br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=461Compose2026-01-29T17:48:07Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming Feb 2026<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
[[File:Creatio email templates.png]]<br />
<br />
1: Search. Use a % for a partial search<br />
<br />
2: Click an item to select it<br />
<br />
3: Click the icon to preview (see below)<br />
<br />
<br />
'''Email Template Preview'''<br />
<br />
[[File:Creatio email template preview.png]]<br />
<br />
1: Navigate easily through the templates<br />
<br />
2: Click "USE" to insert the email into the compose window<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
A: Filter on name <br />
<br />
B. Download to preview the file <br />
<br />
C. Click to attach the file to the email <br />
<br />
[[File:Creatio attach documents.png]] <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact<br />
<br />
B. The results show up here<br />
<br />
C. Click na item in B and this will populate the To area<br />
<br />
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used. <br />
<br />
Click OKAY to close the window and have the values you selected inserted into the window <br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=460Compose2026-01-29T15:53:59Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
[[File:Creatio email templates.png]]<br />
<br />
1: Search. Use a % for a partial search<br />
<br />
2: Click an item to select it<br />
<br />
3: Click the icon to preview (see below)<br />
<br />
<br />
'''Email Template Preview'''<br />
<br />
[[File:Creatio email template preview.png]]<br />
<br />
1: Navigate easily through the templates<br />
<br />
2: Click "USE" to insert the email into the compose window<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
A: Filter on name <br />
<br />
B. Download to preview the file <br />
<br />
C. Click to attach the file to the email <br />
<br />
[[File:Creatio attach documents.png]] <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact<br />
<br />
B. The results show up here<br />
<br />
C. Click na item in B and this will populate the To area<br />
<br />
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used. <br />
<br />
Click OKAY to close the window and have the values you selected inserted into the window <br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=459Compose2026-01-29T15:43:03Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
[[File:Creatio email templates.png]]<br />
<br />
<br />
Email Template Preview<br />
<br />
1: Navigate easily through the templates<br />
<br />
2: Click "USE" to insert the email into the compose window<br />
<br />
[[File:Creatio email template preview.png]]<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
A: Filter on name <br />
<br />
B. Download to preview the file <br />
<br />
C. Click to attach the file to the email <br />
<br />
[[File:Creatio attach documents.png]] <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact<br />
<br />
B. The results show up here<br />
<br />
C. Click na item in B and this will populate the To area<br />
<br />
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used. <br />
<br />
Click OKAY to close the window and have the values you selected inserted into the window <br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Creatio_email_template_preview.png&diff=458File:Creatio email template preview.png2026-01-29T15:41:28Z<p>CreatioWikiSysop: </p>
<hr />
<div>Creatio email template preview</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Creatio_email_templates.png&diff=457File:Creatio email templates.png2026-01-29T15:40:52Z<p>CreatioWikiSysop: </p>
<hr />
<div>Creatio email templates</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Creatio_attach_documents.png&diff=456File:Creatio attach documents.png2026-01-29T15:39:20Z<p>CreatioWikiSysop: </p>
<hr />
<div>Creatio attach documents</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Creatio_address_book.png&diff=455File:Creatio address book.png2026-01-29T15:17:22Z<p>CreatioWikiSysop: CreatioWikiSysop uploaded a new version of File:Creatio address book.png</p>
<hr />
<div>Creatio address book</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=454Compose2026-01-29T15:16:47Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
A. Search area. Use a % in the text to search on a LIKE bases otherwise it is exact<br />
<br />
B. The results show up here<br />
<br />
C. Click na item in B and this will populate the To area<br />
<br />
D and E: Click into these and then click and item in B to populate those. Whichever of C, D and E have the focus is used. <br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=453Compose2026-01-29T15:14:59Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=452Compose2026-01-29T15:14:50Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
[[File:Compose menu.png]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
<br />
[[File:Creatio address book.png]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=451Compose2026-01-29T15:14:36Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
A menu is available in this context<br />
[[File:Compose menu.png|thumb]]<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.<br />
[[File:Creatio address book.png|thumb]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Creatio_address_book.png&diff=450File:Creatio address book.png2026-01-29T15:14:23Z<p>CreatioWikiSysop: </p>
<hr />
<div>Creatio address book</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=File:Compose_menu.png&diff=449File:Compose menu.png2026-01-29T15:13:47Z<p>CreatioWikiSysop: </p>
<hr />
<div>Compose menu</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=448Compose2026-01-20T15:37:41Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
Compose Mode is when you are writing an email<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=447Compose2026-01-20T15:34:27Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
'''Shared Documents'''<br />
<br />
Creatio does not have a concept of a shared file so the requirement is to create an Account called "zzzShared Documents" (or some custom name-requires config update). <br />
Then you attach files and those are available in the dialog. <br />
<br />
'''Address Book'''<br />
<br />
This allows users to search all contacts with email addresses and add those to the email TO/CC and BCC.</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=446Compose2026-01-20T15:27:52Z<p>CreatioWikiSysop: </p>
<hr />
<div>Coming soon....<br />
<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates.<br />
<br />
Note: Email Templates in Creatio do not support attachments<br />
<br />
<br />
'''Shared Documents'''<br />
<br />
<br />
<br />
'''Address Book'''</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Compose&diff=445Compose2026-01-20T13:05:17Z<p>CreatioWikiSysop: Created page with "Coming soon.... '''Email Templates''' In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. Select 'Email' from the treeview. Select 'Message templates' and within this area you can edit and create new templates '''Shared Documents''' '''Address Book'''"</p>
<hr />
<div>Coming soon....<br />
<br />
<br />
'''Email Templates'''<br />
<br />
In Creatio to edit Email Templates you go into the 'System Designer' and from the 'System Setup' section click 'Lookups'. <br />
<br />
Select 'Email' from the treeview. <br />
<br />
Select 'Message templates' and within this area you can edit and create new templates<br />
<br />
<br />
'''Shared Documents'''<br />
<br />
<br />
<br />
'''Address Book'''</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=444MediaWiki:Sidebar2026-01-20T13:02:06Z<p>CreatioWikiSysop: </p>
<hr />
<div>* Apps for Creatio<br />
** Start Here|Start Here<br />
** Requirements|Requirements<br />
** Browser Support|Browser Support<br />
** Try for FREE|Try for FREE<br />
<br />
* Microsoft Outlook Integration<br />
** Outlook Client Install|Outlook Client Install<br />
** Microsoft Outlook|Microsoft Outlook<br />
<br />
* Get Started<br />
** Add Connection|Add Connection<br />
** Conventions|Conventions<br />
<br />
* The App<br />
** Home Screen|Home Screen<br />
** Search|Search<br />
** New|New<br />
** Email Matching|Email Matching<br />
** File Email|File Email<br />
** Log Call|Log Call<br />
** Accounts|Accounts<br />
** Contacts|Contacts<br />
** Leads|Leads<br />
** Opportunities|Opportunities<br />
** Cases|Cases<br />
** Activities|Activities<br />
** Compose|Compose<br />
<br />
* Admin Guide<br />
** Releases|Releases<br />
** Support|Support<br />
** User Checklist|User Checklist<br />
** License Management|License Management<br />
** Troubleshoot|Troubleshoot<br />
<br />
* MobileX<br />
** MX Overview |MX Overview<br />
** MX PWA Client Install|MX PWA Client Install<br />
** MX Connection|MX Connection<br />
** MX Home|Home<br />
** MX Calendar|Calendar<br />
** MX Tasks|Tasks<br />
* MobileX Email<br />
** Office 365|Office 365<br />
** IMAP|IMAP<br />
** Using Email|Using Email<br />
<br />
* Data Islands<br />
** DI Overview |DI Overview<br />
** Query Creatio Data|Query Creatio Data<br />
** DI Jint|DI Jint<br />
** Import into Creatio|Import into Creatio<br />
** Batching Updates|Batching Updates<br />
<br />
* Auth and License Managment<br />
** Auth Overview |Auth Overview<br />
<br />
* SEARCH<br />
* TOOLBOX<br />
* LANGUAGES</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Outlook_Client_Install&diff=443Outlook Client Install2026-01-14T20:52:58Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Accelerator Outlook Integration for Creatio is now available on the Microsft App Source Store<br />
<br />
Click [https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview?src=onlinehelp&mktcmpid=acprocreatio here] to open or add via Outlook. <br />
<br />
[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview]]<br />
<br />
Please note that Microsoft say that "Users might need to relaunch the relevant Office application to see view the add-in icon on the ribbon. Add-ins can take up to 72 hours to appear on the ribbon."<br />
<br />
ref: <br />
https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide<br />
----<br />
<br />
** Admin Consent Flow Setup **<br />
<br />
Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required. <br />
<br />
[[File:Admin Consent Flow Setup.png|300px]]<br />
<br />
To do this administrators should open the url [https://login.microsoftonline.com/common/adminconsent?client_id=28f7c67e-6631-4b43-9755-a34ec1ba8c7e&redirect_uri=https://appaccreatio.crmtogether.com here] and provide consent here. <br />
<br />
What is this? <br />
<br />
This is a block configured within Outlook/Outlook 365 and an Admin for Outlook/Office365 needs to resolve this.<br />
<br />
<nowiki>https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview</nowiki><br />
<br />
To allow users to control what can/cannot be installed:<br />
<br />
Sign into your Office365 administrator account.<br />
<br />
Click Settings -> Org Settings.<br />
<br />
In the User consent to apps section, ensure the checkbox is ticked.<br />
<br />
Click "Save Changes". <br />
<br />
This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page: <br />
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/configure-admin-consent-workflow Configure the admin consent workflow]<br />
<br />
Further information on managing consent within Outlook is available via Microsoft here: <br />
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/manage-consent-requests Manage consent to applications and evaluate consent requests]<br />
<br />
----<br />
<br />
Note: If you deploy as an administrator it can take hours to deploy the client. This is down to Microsofts system. We have no control over this. <br />
<br />
Typically if a user can deploy from within the Outlook add it should install immediately or very soon. <br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
==== TO MANUALLY INSTALL ====<br />
1. Click [https://update.crmtogether.com/appaccreatio-manifest.xml here] to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this. <br />
<br />
2. Click [https://aka.ms/olksideload here] to open Outlook in a browser with the prompt to install the add in ( and login to your Microsoft 365 Account if needed)<br />
<br />
[[File:Addins for microsoft outlook.png|500px]]<br />
<br />
3. Follow the steps in the image to "Add from file". Select the file download in step 1.<br />
<br />
4. In the prompt click Install<br />
<br />
[[File:Install outlook addin.png|500px]]<br />
<br />
5. The add in should show as installed correctly. <br />
<br />
[[File:Creatio outlook add in installed.png|500px]]<br />
<br />
6. Close the dialog and refresh Outlook in your browser. <br />
<br />
7. Select an Email. Click on the ... button and select "Customize Actions" from the menu.<br />
<br />
[[File:Customize outlook add in display.png|500px]]<br />
<br />
8. Select the AC Creatio add in from the display and check the box and click Save<br />
<br />
[[File:Pin addin to email.png|500px]]<br />
<br />
9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane. <br />
<br />
[[File:Add in showing in pane.png|300px]]<br />
<br />
10. Within the task pane configure the connection. <br />
<br />
[[File:Get started with Creatio microsoft outlook accelerator.png|500px]]<br />
<br />
See [[Add Connection]] for details on how to to set this up<br />
<br />
----<br />
<br />
To uninstall just open the [https://aka.ms/olksideload 'Add-ins for Outlook'] page again and select either<br />
<br />
My Add-ins<br />
<br />
or<br />
<br />
Admin-Managed<br />
<br />
(Depending on how the app was deployed)<br />
<br />
[[File:uninstall Creatio outlook add in.png|500px]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Email_Matching&diff=442Email Matching2026-01-08T13:36:38Z<p>CreatioWikiSysop: </p>
<hr />
<div>==== How email matching works ====<br />
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. <br />
This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. <br />
<br />
If the email has already been filed against say an opportunity then this "opportunity" record will be in the matches.<br />
<br />
For emails not previously filed the email from address is used to match on the <br />
<br />
* Contact (Email)<br />
* Lead (Email)<br />
* Account (domain from Web value)<br />
<br />
==== How does Account matching work ====<br />
We have an Account (Accom) with <br />
<br />
Web = https://www.accom.com<br />
<br />
and there is an email from<br />
<br />
jane@Accom.com<br />
<br />
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"<br />
<br />
==== Smart Matching ====<br />
<br />
'''NOTE THIS FEATURE HAS BEEN DISABLED FROM 8TH JAN 2026 AS USERS FOUND SOME RESULTS CONFUSING.''' <br />
<br />
Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.<br />
<br />
For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record. <br />
<br />
The system will search on subject, sender and the first to address in various orders and the results will show how the match was made and a confidence level. <br />
<br />
Some examples<br />
<br />
The first example is from a match on the email id (entryid) and so the email had been filed against this record.<br />
<br />
[[File:oppo match1.png|300px]]<br />
<br />
The second example here has used the subject and an email address to find a match as the email had not been previously filed.<br />
<br />
[[File:case match1.png|300px]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Email_Matching&diff=441Email Matching2026-01-08T13:36:22Z<p>CreatioWikiSysop: </p>
<hr />
<div>==== How email matching works ====<br />
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. <br />
This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. <br />
<br />
If the email has already been filed against say an opportunity then this "opportunity" record will be in the matches.<br />
<br />
For emails not previously filed the email from address is used to match on the <br />
<br />
* Contact (Email)<br />
* Lead (Email)<br />
* Account (domain from Web value)<br />
<br />
==== How does Account matching work ====<br />
We have an Account (Accom) with <br />
<br />
Web = https://www.accom.com<br />
<br />
and there is an email from<br />
<br />
jane@Accom.com<br />
<br />
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"<br />
<br />
==== Smart Matching ====<br />
<br />
NOTE THIS FEATURE HAS BEEN DISABLED FROM 8TH JAN 2026 AS USERS FOUND SOME RESULTS CONFUSING. <br />
<br />
Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.<br />
<br />
For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record. <br />
<br />
The system will search on subject, sender and the first to address in various orders and the results will show how the match was made and a confidence level. <br />
<br />
Some examples<br />
<br />
The first example is from a match on the email id (entryid) and so the email had been filed against this record.<br />
<br />
[[File:oppo match1.png|300px]]<br />
<br />
The second example here has used the subject and an email address to find a match as the email had not been previously filed.<br />
<br />
[[File:case match1.png|300px]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Email_Matching&diff=440Email Matching2025-12-17T09:44:15Z<p>CreatioWikiSysop: </p>
<hr />
<div>==== How email matching works ====<br />
Emails all have a unique ID and when an email is filed to Creatio an activity record is created. <br />
This unique ID is set in the "Notes" field of the Activity record for emails saved to creatio. <br />
<br />
If the email has already been filed against say an opportunity then this "opportunity" record will be in the matches.<br />
<br />
For emails not previously filed the email from address is used to match on the <br />
<br />
* Contact (Email)<br />
* Lead (Email)<br />
* Account (domain from Web value)<br />
<br />
==== How does Account matching work ====<br />
We have an Account (Accom) with <br />
<br />
Web = https://www.accom.com<br />
<br />
and there is an email from<br />
<br />
jane@Accom.com<br />
<br />
and this matches to this "Accom" record as the email domain "Accom.com" is in the Web value "https://www.accom.com"<br />
<br />
==== Smart Matching ====<br />
<br />
Note this is enabled by default. Also this only checks Activities created within the last 30 days for speed reasons.<br />
<br />
For emails in the sent folder or new emails that have not been filed the system will use some matching logic to try show the correct record. <br />
<br />
The system will search on subject, sender and the first to address in various orders and the results will show how the match was made and a confidence level. <br />
<br />
Some examples<br />
<br />
The first example is from a match on the email id (entryid) and so the email had been filed against this record.<br />
<br />
[[File:oppo match1.png|300px]]<br />
<br />
The second example here has used the subject and an email address to find a match as the email had not been previously filed.<br />
<br />
[[File:case match1.png|300px]]</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=DI_Jint&diff=439DI Jint2025-12-15T13:31:51Z<p>CreatioWikiSysop: </p>
<hr />
<div>There are specific commands in the Javascript Engine (JINT) relating to Creatio Only. <br />
<br />
# getGUID - This is used where you have the "Name" value and need the Guid ID. You would use this for an integration where Id's would not map but you could map the Names. Only one result is returned so this depends on the Name value being unique. Otherwise use querydb.<br />
<br />
- Parameters (a) COLLECTION (b) FILTER<br />
- returns GUID value<br />
EG<br />
<nowiki> >var _accInGuid = di.getGUID("AccountIndustry","Business Services");<br />
</nowiki> <br />
<br />
2. getLookup - This is used where you query a collection but need the Name value so a person can read this rather than the Guid value.<br />
- Parameters (a) COLLECTION (b) GUID<br />
<nowiki> - returns NAME field value from COLLECTION </nowiki> <br />
EG<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6"); </nowiki><br />
<br />
OR you can also pass in the field (Default is Name)<br />
<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6","Name"); </nowiki><br />
<br />
<br />
3. getEntityById(ENTITY,ENTITYID)<br />
<br />
eg<br />
<nowiki> <br />
var _contact = di.getEntityById("contact","590f5617-49ce-48f1-acbb-0f7de14d38ba")<br />
</nowiki> <br />
This runs EG<br />
<br />
https://test.creatio.com/0/odata/Contact(590f5617-49ce-48f1-acbb-0f7de14d38ba)?$count=true&$top=1</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=DI_Jint&diff=438DI Jint2025-12-15T13:31:29Z<p>CreatioWikiSysop: </p>
<hr />
<div>There are specific commands in the Javascript Engine (JINT) relating to Creatio Only. <br />
<br />
# getGUID - This is used where you have the "Name" value and need the Guid ID. You would use this for an integration where Id's would not map but you could map the Names. Only one result is returned so this depends on the Name value being unique. Otherwise use querydb.<br />
<br />
- Parameters (a) COLLECTION (b) FILTER<br />
- returns GUID value<br />
EG<br />
<nowiki> >var _accInGuid = di.getGUID("AccountIndustry","Business Services");<br />
</nowiki> <br />
<br />
2. getLookup - This is used where you query a collection but need the Name value so a person can read this rather than the Guid value.<br />
- Parameters (a) COLLECTION (b) GUID<br />
<nowiki> - returns NAME field value from COLLECTION </nowiki> <br />
EG<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6"); </nowiki><br />
<br />
OR you can also pass in the field (Default is Name)<br />
<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6","Name"); </nowiki><br />
<br />
<br />
3. getEntityById(ENTITY,ENTITYID)<br />
<br />
eg<br />
<br />
var _contact = di.getEntityById("contact","590f5617-49ce-48f1-acbb-0f7de14d38ba")<br />
<br />
This runs EG<br />
<br />
https://test.creatio.com/0/odata/Contact(590f5617-49ce-48f1-acbb-0f7de14d38ba)?$count=true&$top=1</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=DI_Jint&diff=437DI Jint2025-12-15T13:30:04Z<p>CreatioWikiSysop: getEntityById</p>
<hr />
<div>There are specific commands in the Javascript Engine (JINT) relating to Creatio Only. <br />
<br />
# getGUID - This is used where you have the "Name" value and need the Guid ID. You would use this for an integration where Id's would not map but you could map the Names. Only one result is returned so this depends on the Name value being unique. Otherwise use querydb.<br />
<br />
- Parameters (a) COLLECTION (b) FILTER<br />
- returns GUID value<br />
EG<br />
<nowiki> >var _accInGuid = di.getGUID("AccountIndustry","Business Services");<br />
</nowiki> <br />
<br />
2. getLookup - This is used where you query a collection but need the Name value so a person can read this rather than the Guid value.<br />
- Parameters (a) COLLECTION (b) GUID<br />
<nowiki> - returns NAME field value from COLLECTION </nowiki> <br />
EG<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6"); </nowiki><br />
<br />
OR you can also pass in the field (Default is Name)<br />
<br />
<nowiki> >var _accInName = di.getLookup("OpportunityStage","c2067b11-0ee0-df11-971b-001d60e938c6","Name"); </nowiki><br />
<br />
<br />
3. getEntityById(ENTITY,ENTITYID)<br />
<br />
eg<br />
<br />
getEntityById("contact","590f5617-49ce-48f1-acbb-0f7de14d38ba")<br />
<br />
This runs EG<br />
<br />
https://test.creatio.com/0/odata/Contact(590f5617-49ce-48f1-acbb-0f7de14d38ba)?$count=true&$top=1</div>CreatioWikiSysophttps://creatio.crmtogether.com/index.php?title=Releases&diff=436Releases2025-12-05T09:44:05Z<p>CreatioWikiSysop: </p>
<hr />
<div><br />
Version: 1.6.9 - 1 Nov 25<br />
<br />
* Flag to show email has been filed already<br />
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.<br />
* Save email in Compose Mode. <br />
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name). <br />
<br />
----<br />
Version: 1.3.59 - 17 June 25<br />
<br />
* Address sections layout changed<br />
* Address - Filling in city will set Region and Country.<br />
<br />
----<br />
<br />
Version: 1.3.33 - 24 March 25<br />
<br />
* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly. <br />
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact<br />
* Defaults changed to not show pipelines on home screen <br />
<br />
----<br />
<br />
Version: 1.3.31 - 19 March 25<br />
<br />
* Update to cope with larger emails<br />
* Update to replace deprecated MS api's<br />
<br />
----<br />
<br />
Version: 1.3.197 - 28 Feb 25<br />
<br />
* Customisations - This is now possible, including support for custom collections. Contact us for details. <br />
* All new collections have the creator as the "Owner"<br />
* Fix for opportunity created date not being picked up<br />
* Contact list in Account - removed "Account" field as already in it<br />
* New license management added<br />
* Sales Pipeline using Users Contact Name in display (was using username)<br />
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"<br />
* Fix for Activity view displaying opportunity Id and not the title<br />
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.<br />
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)<br />
* Changed Amount from Number type to Currency to fix display<br />
* Extra caching added to improve performance<br />
* Changed oppo dashboards graphic to display count of oppos<br />
* Select fields with more than 30 items convert to advanced search field types<br />
* Address Types - When neither ForAccount nor ForContact are set we show these for either<br />
<br />
Version: 0.7 (beta release) - Friday 8th Nov 2024</div>CreatioWikiSysop