According to the basic logic of the Activity section, it doesn't contain activities with a type "email" and "call" in order to not overload activity section with tons of emails/calls.
In case you need to check only one particular email or a few of them, you may simply find this email in the Communication panel.
Also, you may apply changes to the emails with a help of custom business processes or directly in DB.
Alternatively, as mentioned by Jelena, you can use a corresponding marketplace add-on, that lets you manage emails in the pre-configured Mailbox section.
If the installation of the add-on was successful, please try to re-login to the site, clear your browser cache and add the section to a workplace once again.
Yes, I know that the activities section doesn't display emails, that is my original problem.
I also know the communication panel but searching for particular information in emails is still not easy (and I have installed the addon available for searching emails already).
Installation of the mentioned addon was successfull, I always test afterwards in privacy mode so still no success.
I would like to monitor the synchronizations of email addresses opening incidents in Creatio.
I would therefore like to create a dashboard indicating for each of the email addresses declared in MailboxForIncidentRegistration the number of emails received per day.
Except that I don't know in which tables the received emails are stored, can someone help me on the subject?
To display the number of cases registered by email, you may build the dashboard with a filter by Case Source and Case Category that were indicated in lookup "List of mailboxes for case registration".
In case you wish to build the dashboard based on email from which the case was registered, please consider creating a column where the info about emailbox will be recorded and saved.
If additional questions arise, feel free to get back to us.
I want to create a process witch sends emails when the owner of a lead is changed. I have to send the email to the current and the last owner and I have an issue about getting the previous owner.
Do you know how I can get to the previous owner of the led into the process?
I want to mention that the pervious owner can be changed multiple times.
In a business process, you cannot know the previous value because a new version has already been saved. So as a workaround you can add a new column and save there an old value when saving an object. After that, you can deal with both new and old values in a business process.
In a business process, you cannot know the previous value because a new version has already been saved. So as a workaround you can add a new column and save there an old value when saving an object. After that, you can deal with both new and old values in a business process.
From what I have discovered and it is not documented, actually this addon is oriented to Creatio users, when they are not connected to Creatio, so they can make an approval.
Any idea how to extend this app to be able to send an approval request to a customer, for a quote, for example?
I added a new mailbox to our our Creatio on-prem instance and want to download emails from customized folders. I've selected this option but no folders are displaying. What could be causing this?
I'm Trying to add an account to mailbox synchronization setup, but an error message appears when I try to login using email & password (Your email or password is incorrect. If you have 2-Step-Verification enabled - please use the app password.), I didn't enabled 2-Step-Verification, And I'm Sure the Email & password are correct.
I'm trying to setup mailbox in my local host but somehow it is giving me incorrect password error. I have checked multiple time and I'm using my app password still it is giving incorrect password . Please Advise.
Yes, this is the root cause, the Email Listener Service is not running or the Application doesn't have an access to connect to the deployed micro-service.
We're looking for a way to link a document that is loaded into Creatio in an email template that is sent.
For example, a contract is uploaded into the Attachments section of an Opportunity. The Opportunity is won, and a notification email goes out to specified users. The email includes information from the record, but also a link to the document within the Attachments section.
Your business task can be achieved via custom business process. You'd need to use [Process file] and [Send email] elements to achieve this business task.
More detailed information about these elements can be found on our Academy:
