Tag: Actions Dashboard
Removing the Facebook, WhatsApp, or Telegram Message Buttons from the Actions Dashboard in Creatio
In Creatio. 7.18.3 there's a new feature where the Facebook, WhatsApp, and Telegram message buttons are added to the Actions Dashboard, allowing you to resume a message started with a contact in one of these mediums. However, these buttons show even if you've not setup or are using these message mediums, which might confuse users. This post will outline...
Setting the Default Call Direction to Outgoing in the Creatio Actions Dashboard Call Panel
In Creatio many sections use the Actions Dashboard that makes it easy to quickly create a task, send an email, or log a phone call on a record. When recording a call, the default call direction is "Incoming". This article will outline how to change this default to "Outgoing". Once complete, the end result will be the following:
In order...
Defaulting the Email Recipient for Emails in the Actions Dashboard for a Custom Section in Creatio
If you've added the Actions Dashboard to a custom section (See previous article Adding the Actions Dashboard to a Custom Section) you might be wondering why the "To" recipient for emails isn't populating in the Actions Dashboard. This is because the out of the box behavior only populates that if the current section is the Contact section - although there's...
