Tag: Activities
Realigning Activities in Infor CRM SLX
Have you ever wondered how to realign Activities for a user in Infor CRM SLX that has left the company or maybe taken on a different role within the company? The first thought would be to write a SQL script to change the user. However, this presents a problem because many different tables are involved with Activities. You cannot...
How to Add Activities to a Custom Section in Creatio
Out of the box in Creatio, you can connect an Activity to several different types of entities/sections. You can also add support for a custom section to have activities as well with a few manual steps. I'll outline those steps in this article with code that supports both MSSQL and Postgresql implementations.
STEP 1 - Create a Lookup column for...
Automatically notifying activity participants via email in Creatio (formerly bpm’online)
A lot of calendar apps, like Google Calendar for example, allow you to notify participants with an email. This functionality doesn't exist in Creatio but it's easy to add. In this article I will show you how to make a process that allows you to send emails to participants of an activity.
For the first step you have to go...
SalesLogix 7.5.1 Web Client Activities
We recently corrected a database that was upgraded to 7.5.1 and after the upgrade the Activities were no longer visible in the web client Activities Window. The Activity window in the LAN client continued to display Activities.
