User contributions for CreatioWikiSysop
From Apps for Creatio
A user with 378 edits. Account created on 4 November 2024.
4 November 2024
- 13:2613:26, 4 November 2024 diff hist 0 File:Creatio Lead summary.png CreatioWikiSysop uploaded a new version of File:Creatio Lead summary.png current
- 13:2513:25, 4 November 2024 diff hist 0 Leads No edit summary Tag: Visual edit: Switched
- 13:2513:25, 4 November 2024 diff hist 0 N File:Creatio Lead summary.png No edit summary
- 13:2313:23, 4 November 2024 diff hist 0 Contacts No edit summary current Tag: Visual edit
- 13:2313:23, 4 November 2024 diff hist −47 Contacts No edit summary Tag: Visual edit
- 13:2113:21, 4 November 2024 diff hist 0 N File:Creatio Contact summary.png No edit summary current
- 13:0113:01, 4 November 2024 diff hist −151 Cases No edit summary
- 13:0113:01, 4 November 2024 diff hist −145 Opportunities No edit summary
- 13:0013:00, 4 November 2024 diff hist −144 Leads No edit summary
- 13:0013:00, 4 November 2024 diff hist +71 Contacts No edit summary
- 12:5912:59, 4 November 2024 diff hist −105 Accounts No edit summary current Tag: Visual edit
- 12:5512:55, 4 November 2024 diff hist 0 N File:Creatio Accounts summary.png No edit summary current
- 12:5512:55, 4 November 2024 diff hist −43 Accounts No edit summary
- 12:2412:24, 4 November 2024 diff hist +256 New No edit summary
- 12:2212:22, 4 November 2024 diff hist +11 N New Created page with "New Screens"
- 12:1812:18, 4 November 2024 diff hist +38 Search No edit summary
- 12:1812:18, 4 November 2024 diff hist −1 Search No edit summary Tag: Visual edit
- 12:1712:17, 4 November 2024 diff hist −272 Search No edit summary Tag: Visual edit
- 12:1112:11, 4 November 2024 diff hist +24 N Email Matching Created page with "How email matching works"
- 12:1012:10, 4 November 2024 diff hist +33 MediaWiki:Sidebar No edit summary
- 12:0912:09, 4 November 2024 diff hist +2 Search No edit summary
- 12:0912:09, 4 November 2024 diff hist 0 N File:Creatio search.png No edit summary current
- 12:0812:08, 4 November 2024 diff hist +14 Home Screen No edit summary
- 12:0712:07, 4 November 2024 diff hist 0 N File:Creatio Cases Pipeline.png No edit summary current
- 12:0712:07, 4 November 2024 diff hist 0 N File:Creatio Opportunity Pipeline.png No edit summary current
- 12:0712:07, 4 November 2024 diff hist 0 N File:Creatio nav.png No edit summary current
- 12:0512:05, 4 November 2024 diff hist +52 Conventions No edit summary Tag: Visual edit
- 12:0412:04, 4 November 2024 diff hist +12 Conventions No edit summary Tag: Visual edit
- 12:0312:03, 4 November 2024 diff hist +180 Add Connection No edit summary Tag: Visual edit
- 12:0112:01, 4 November 2024 diff hist 0 N File:Creatio connect step 2.png No edit summary current
- 12:0112:01, 4 November 2024 diff hist 0 N File:Creatio connect step 1.png No edit summary
- 12:0112:01, 4 November 2024 diff hist 0 N File:Creatio add connection.png No edit summary current
- 12:0112:01, 4 November 2024 diff hist 0 File:Creatio get started.png CreatioWikiSysop uploaded a new version of File:Creatio get started.png current
- 12:0012:00, 4 November 2024 diff hist 0 N File:Creatio get started.png No edit summary
- 11:5911:59, 4 November 2024 diff hist −415 Add Connection No edit summary
- 11:5711:57, 4 November 2024 diff hist +460 N Conventions Created page with "'''General product conventions''' '''Dates''' Dates are displayed in the format YYYY-MM-DD '''Addresses''' These are displayed with an "external" link that opens Google Maps '''Email Addresses''' These use the "mailto" URI and so will open up your default email client with the email inserted '''Phone numbers''' These use the "tel" URI and will open up your default phone client with the phone number inserted and also open the "log call" dialog"
- 11:5711:57, 4 November 2024 diff hist +27 MediaWiki:Sidebar No edit summary
- 11:4411:44, 4 November 2024 diff hist +50 N Releases Created page with " Version: 0.7 (beta release) - Friday 8th Nov 2024"
- 11:4311:43, 4 November 2024 diff hist +513 N Cases Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More sensitive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Items Purch..."
- 11:4311:43, 4 November 2024 diff hist +513 N Opportunities Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More sensitive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Items Purch..."
- 11:4311:43, 4 November 2024 diff hist +502 N Leads Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More senstive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Items Purch..."
- 11:4211:42, 4 November 2024 diff hist +273 N Contacts Created page with "thumb '''Header''' * Contact Name * Contact Code * Email Address '''Tab layout''' * Summary (1) - Basic information * Details (2) - More sensitive invoice data * Touchpoints (3) - Emails and logged calls '''Links''' * AR customer (A)"
- 11:4211:42, 4 November 2024 diff hist +513 N Accounts Created page with "thumb thumb '''Header - A''' * Customer icon - if available '''Header - B''' * Customer Name * Customer Code * Customer Contact Name * Email Address '''Tab layout''' * Summary (1) - Basic information /Email/Phone/Address * Details (2) - More sensitive data * Customer Orders (3) * Invoices (4) * Touchpoints (5) - Emails and logged calls * Memo's (6) * Payments (7) * Contacts (8) * Items Purch..."
- 11:4011:40, 4 November 2024 diff hist +1,246 N Search Created page with " You can search across * Accounts * Contacts * Leads * Opportunities * Cases * Activity thumb '''How searches work''' Here we will outline how the search works per entity. We break this down to EXACT and LIKE matching. ---- # Accounts '''Exact''' * City * ZipCode '''Like''' * CustomerName * AddressLine1 * TelephoneNo * EmailAddress '''Default Order'''' CustomerName ''Ascending'' ----2. Contacts '''Exact''' * City * ZipCode ''..."
- 11:3811:38, 4 November 2024 diff hist +12 Home Screen No edit summary
- 11:3811:38, 4 November 2024 diff hist +215 N Home Screen Created page with "thumb The Home screen contains an Accordian control with lists in them. Opportunity Pipeline thumb Cases Pipeline thumb"
- 11:3611:36, 4 November 2024 diff hist +814 N Add Connection Created page with " Opening the application the first time in a new environment you will be prompted to set up the connection. 300px Click the "Get Started" button 300px Click the "+" button 300px Click the "Connect" (1) button. Clicking the "Register" (2) button will only create an Account but access will have to be assigned from an admin user later. File:Creatio connect step..."
- 11:3611:36, 4 November 2024 diff hist +810 N Microsoft Outlook Created page with "When you open the task pane click the Pin to keep it open. 200px] Frst time in your need to Add your connection We are now assuming the task pane is pinned. If the task pane is not pinned it will close when you change emails. Clicking on an email will trigger the system to check for a match in the Creatio data If a match is found the summary will display 500px You can then Sav..."
- 11:3511:35, 4 November 2024 diff hist +1,683 N Outlook Client Install Created page with " The add-in is NOT YET available on the Microsoft 365 add-in store. ---- TO MANUALLY INSTALL 1. Click https://update.crmtogether.com/appaccreatio-manifest.xml 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. 2. Open https://aka.ms/olksideload in a browser ( and login to your Microsoft 365 Acocunt if needed) 500px 3..."
- 11:2511:25, 4 November 2024 diff hist +450 N MediaWiki:Sidebar Created page with "* Microsoft Outlook Integration ** Outlook Client Install|Outlook Client Install ** Microsoft Outlook|Microsoft Outlook * Get Started ** Add Connection|Add Connection * The App ** Home Screen|Home Screen ** Search|Search ** New|New ** File Email|File Email ** Log Call|Log Call ** Accounts|Accounts ** Contacts|Contacts ** Leads|Leads ** Opportunities|Opportunities ** Cases|Cases * Admin Guide ** Releases|Releases * SEARCH * TOOLBOX * LANGUAGES"
