The actions in the [Contacts] section

Show duplicate contacts

The [Show duplicate contacts] action opens an additional page that contains all possible duplicates of contacts. After the duplicates search is completed, records are added on the page automatically. Read more >>>

Show on map

This action shows the location of selected contacts on a map. Launching the action opens a window that displays contacts selected in the list. If the address is not filled in for all selected contacts, the action will not be performed. If the address is not filled in for some contacts or filled in incorrectly, then the corresponding information will be shown in the opened window.

Note

You can select multiple contacts in the section using the [Select multiple records] action.

Update with social networks data

This option is for populating the contact's page with additional information from Facebook. Read more >>> 

Synchronize with Google Contacts

This action is for synchronizing Creatio contacts with Google Contacts. Read more>>>

Set up Google synchronization

This action is available in the actions menu of the [Contacts] section. It sets up the integration between the Google Contacts and Creatio contacts. When you start this action, a setup window will open. Read more>>> 

Synchronize with Contacts in Exchange

The action is displayed in the actions menu if the Microsoft Exchange email provider is added to the system. The action is available if a MS Exchange account is set up in Creatio . It is used for synchronizing Creatio contacts with MS Exchange. Read more>>> 

Update the values in the “Age” column

Run this action to manually initiate updating the values in the [Age] column for contacts.

Note

This menu command is available for users who have permission to the “Can run actualize contact age process” (CanRunActualizeContactAgeProcess) system action.
If automatic updating of values in the [Age] field is disabled, this [Actions] menu command will be unavailable for all users. To disable automatic updating of the [Age] field, disable the “Enable updating contact ages” (ActualizeAge) system setting.

The values in the [Age] field will update in the background. You will be notified when the process is complete. As a result, the age of the contacts will be recalculated, and the values in the [Age] field will be updated. The age is calculated based on the value in the [Birth date] field. If the [Birth date] field is empty, the value in the [Age] field will be “0.” More information is available in the “Contact age calculation” article.

Note

We recommend running the [Update the values in the “Age” column] action during the non-business hours.

Schedule daily update of the “Age” column

The action lets you set up the time for automatically updating the values in the [Age] field on a daily basis.

Note

This menu command is available for users who have permission to the “Can run actualize contact age process” (CanRunActualizeContactAgeProcess) system action.
If automatic updating of values in the [Age] field is disabled, this [Actions] menu command will be unavailable for all users. To disable automatic updating of the [Age] field, disable the “Enable updating contact ages” (ActualizeAge) system setting.

The default time is 01:30 AM (UTC). Creatio will calculate the actual update time taking your time zone into consideration. For example, a user in the UTC+1 time zone runs the [Schedule daily update of the “Age” column] action. Creatio will display the default time as “02:30 AM” and change the displayed time zone to “UTC+1.”

The value in the [Age] field will be recalculated for the contacts whose birth date falls onto the day when the calculation is run.

Actions when saving a record

Whenever a contact record is saved, Creatio may run the following business logic:

Update age

Creatio updates the value in the [Age] field of a contact, whenever the corresponding contact record is saved. The contact’s age is calculated based on the value in the [Birth date] field.

Note

Clearing the checkbox in the “Enable updating contact ages” (ActualizeAge) system setting will disable updating contact age when saving the corresponding contact record.

Duplicates search when saving a record

When you save a contact, a duplicates search page might open. It means that this record might be already registered in the system.

You can edit the new record or indicate that the records found are not duplicates of the newly saved record.

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See also

•Finding and merging contact duplicates

•Percentage of profile completion