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Complex sales processes and the high standard for customer care prompted @AutoPlayPlus to seek a robust, customizable CRM solution. Powered by no-code, Creatio's CRM platform was their #1 choice to fulfill these needs.  

 

Creatio's partner, Velvetech, helped AutoPayPlus deploy a unified platform to enhance operations and centralize data within a month. Ultimately, Creatio enabled the company to save 40 work hours a month by helping design and automate workflows. 

 

Find out how AutoPlayPlus transformed the company with Creatio!

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Hello!

I would like to provide an example of how to add a merge records button for details in the Classic UI interface.
Example based on the address details in the contact page - schema ContactAddressDetailV2:
1. Create an overriding module for the ContactAddressDetailV2 schema through the configuration section.
2. Add the schema code:

 

  define("ContactAddressDetailV2", ["RightUtilities","SectionMergeHelper","DuplicatesSearchUtilitiesV2","DuplicatesMergeHelper"], 

function(RightUtilities){
   return {
       mixins: {
               DuplicatesSearchUtilities: "Terrasoft.DuplicatesSearchUtilitiesV2",
               DuplicatesMergeHelper: "Terrasoft.DuplicatesMergeHelper",
               SectionMergeHelper: "Terrasoft.SectionMergeHelper"
           },
       messages: {
               /**
                * @message Merge
                * Merge records.
                * @param {Object} Merge config.
                */
               "Merge": {
                   mode: Terrasoft.MessageMode.PTP,
                   direction: Terrasoft.MessageDirectionType.SUBSCRIBE
               }
           },
       attributes : {
           IsMergeRecordsButtonVisible: {
               dataValueType: Terrasoft.DataValueType.BOOLEAN,
               value: true
           },
        
       },
       
       methods : {     
           
           addGridOperationsMenuItems : function(toolsButtonMenu){
               this.callParent(arguments);
               toolsButtonMenu.addItem(this.getButtonMenuSeparator());
               toolsButtonMenu.addItem(this.MergeRecords());
           },
           
           
           MergeRecords: function() {
               return this.getButtonMenuItem({
                   Caption: {"bindTo": "Resources.Strings.MergeRecordsButtonCaption"},
                   Click: {"bindTo": "mergeRecords"},
                   Visible: {"bindTo": "IsMergeRecordsButtonVisible"}
               });
           },

             mergeRecords: function(mergeConfig) {
                        var items = this.getSelectedItems();
                        if (items && items.length > 1) {
                            var config = this.getMergeServiceConfig(items, mergeConfig);
                            this.callService(config, this.handleMergeServiceResponse.bind(this, items), this);
                        } else {
                            this.showInformationDialog(resources.localizableStrings.SelectMoreThanOneRowErrorMessage);
                        }
                    },
    subscribeSandboxEvents: function() {
               this.callParent(arguments);
               const moduleId = this.getMergeModuleId();
               this.sandbox.subscribe("Merge", function(config) {
                   this.mergeRecords(config);
               }, this, [moduleId]);
           },
       
           init: function(callback, scope) {
               this.callParent(arguments);
               this.subscribeSandboxEvents();
           }

                }      
       
   };    
});
3. Add a localized string for the button name with the code MergeRecordsButtonCaption.

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We are gearing up for No-Code Days 2024, coming to Warsaw, Sydney, Jakarta, and more! During No-code Days, operational, IT, and digital leaders come together for hands-on workshops, networking with industry experts, and insights into the future of no-code technology. We are kicking off this year in Florida from May 9th to 10th and continue with numerous stops in North America, Australia, Europe, and Asia.    

 

Check the dates and learn more about No-Code Days!

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CRM Creatio has been named a Market Leader in Spring 2024 Customer Relationship Management (CRM) Software Report by FeaturedCustomers. 

 

Market Leaders are vendors with substantial customer bases and the market share with the highest ratio of customer success content, content quality score, and social media presence relative to company size. 

 

Learn more about this recognition!

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We are excited to share the news that Creatio has been named one of the Top 9 Best CRMs for Manufacturing Industry 2024 by SoftwareWorld.    

SoftwareWorld’s 2024 list score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. With thousands of credible user reviews available for each software category, the platform enables IT, digital and operational leaders to make well-informed choices among the most innovative and reliable software providers. 

With a score of 98 out of 100, Creatio has been recognized for its ability to offer manufacturing businesses the tools to digitally transform their operations, as well as innovative no-code capabilities that enable users to enjoy the freedom to own their automation.

 

Learn more! 

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