Primary communication options for Creatio
The add-on allows users to manage primary communication options
Overview
Product overview
Product description
Primary communication options for Creatio allows users to manage primary communication options (email, phone, etc) for Account and Contact.
Use cases:
The add-on is particularly useful for marketing when Contact or Account has several e-mails and it is necessary to choose one of them for bulk mailing.
Key features:
- a possibility to set primary email, phone, etc. in the 'Communication options' detail.
Pricing
Monthly
Annual
Primary communication options for Creatio
Free
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
To keep this add-on free of charge support is provided only by email.
Installation
Setup guide
The lookup "Communication option types" is already prefilled with values for out-of-box synchronized fields.
If you are modifying this synchronization for other communication options, you should fill in the fields:
- Use for Account Sync
- Use for Contact Sync
- Master entity column
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0
7.15.2 and up
Release summary
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.