All public logs

Combined display of all available logs of Apps for Creatio. You can narrow down the view by selecting a log type, the username (case-sensitive), or the affected page (also case-sensitive).

• 11:43, 4 November 2024 CreatioWikiSysop talk contribs created page 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...")
• 11:43, 4 November 2024 CreatioWikiSysop talk contribs created page 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...")
• 11:42, 4 November 2024 CreatioWikiSysop talk contribs created page 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)")
• 11:42, 4 November 2024 CreatioWikiSysop talk contribs created page 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...")
• 11:40, 4 November 2024 CreatioWikiSysop talk contribs created page 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 ''...")
• 11:38, 4 November 2024 CreatioWikiSysop talk contribs created page Home Screen (Created page with "thumb The Home screen contains an Accordian control with lists in them. Opportunity Pipeline thumb Cases Pipeline thumb")
• 11:36, 4 November 2024 CreatioWikiSysop talk contribs created page 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...")
• 11:36, 4 November 2024 CreatioWikiSysop talk contribs created page 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...")
• 11:35, 4 November 2024 CreatioWikiSysop talk contribs created page 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...")
• 11:25, 4 November 2024 CreatioWikiSysop talk contribs created page 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")