Tag: Support

If you've ever opened a support case and thought, "where do I start?", you're not alone. Between long descriptions, activity histories, emails, attachments, and multiple tabs, support cases can quickly become information overload. When you’re trying to help a customer—or jump into a case someone else has been working—you don’t always have time to read everything line by line.  This is a great time to make use of AI Case Summary in Creatio.

I recently was asked to disable the integration with Outlook 2007 for a user. They did not want to see the SalesLogix Icons in Outlook any longer and did not want to be prompted to login to the SalesLogix database when opening Outlook.

Our friends on SalesLogix Developer originally posted this error and solution but I thought it was important enough to pass it on. After upgrading a 6.2 db to 7.5 web and following the instructions for the upgrade the option to import leads returned an error "Import configuration not found for entity ILead."