How To
What’s a Reverse CRM Demo?
Traditional CRM demos are personalized and thorough, which makes them a reliable option for most consultants. But, when a client is looking to replace their existing CRM, a reverse demo can be a surprisingly effective alternative.
Continue readingConfiguring Different Page Layouts in Creatio
Creatio’s Freedom UI editor allows system administrators to configure different pages based on a specific field value. This post will teach you how to configure different page layouts in Creatio.
How to Automatically Assign Record Types in Creatio
Although Creatio’s processes can be used for some complex use cases, we can also create many simple processes to help eliminate manual work for users. One common process we’ve seen requested is to automatically assign record [type] by default when creating a new record in Creatio.
Two Use Cases for Lists in Creatio’s Freedom UI
Here are two use cases of when a list can be used in Creatio’s Freedom UI, and how to add it to your page.
Continue readingHow to Store API Integration Keys in Creatio’s Application Cache
Hopefully this provides a good understanding of how the application cache can be leveraged to store API keys and other information that need to be cached and reused at the Creatio application level.
Continue readingHow to Modify Creatio Global Search to Add Colors That Highlight Important Data Points
Wouldn’t it be helpful if there was a way to highlight certain data to quickly draw our attention to it? You can modify Creatio’s global search by coloring the data in a way that grabs your attention. In this post, I’ll explain how. creatio
Continue readingTroubleshooting a Printable Error Message in Creatio
Creatio’s printable functionality helps you build some fairly complex reports with report headers and tables. With small reports, it’s usually easy to track report changes and make sure they’re in sync with the database when you change or removing fields that are no longer needed. Sometimes,…
Continue readingHow to Install and Launch a Creatio Local Instance
This blog lays out the steps to deploy Creatio locally on your Windows machine. Read on for step-by-step instructions.
Continue readingHow to Modify the Account Address Page in Creatio to Handle Multiple Map Locations
In my previous blog, I described how to set up a service in Creatio to retrieve a set of locations from a specified radius around a given location. Once this data service has been set up, the next step is to integrate its data onto the AccountAddressPageV2 so Creatio can handle multiple map…
Continue readingBuilding a Creatio Web Service That Retrieves a List of Account Addresses in a Specified Radius
Instead of building a lot of UI logic to get a list of accounts near a specific location, it’s easier to build a Creatio Web service that does the work of finding those locations and displaying them on the UI page. For the purposes of this article, we’re going to build a Creatio Web service to…
Continue readingHow to Change the Default Map Icon in Creatio
When working with Accounts in Creatio, the account address screen features the address fields and the ability to plot a map of the current location. In some situations, it might be necessary to change the default map icon that comes standard with Creatio. Here’s how to change the default icon in a…
Continue readingThe 411 on Creatio's User Management and Permissions
Creatio's user management and security permissions are used to configure exactly what each user can see within their system. Let's take a closer look at the levels of user management and permissions we can utilize in Creatio.
Continue readingHow to Integrate Built-in System Processes into a Custom Creatio Business Process
When building processes in Creatio, we may need to integrate the necessary data logic with other available built-in system processes. Normally an admin might need to go to the system administration area, find the necessary system feature, and run it to achieve the desired result. Behind the scenes…
Continue readingBuild Powerful Content: Use Creatio's Email Templates
Creatio's email templates can be used to build content for your targeted recipient lists. Use Creatio’s Content Designer to build these emails and reuse the templates whenever.
Continue readingCreatio's Process Designer: Defined
Creatio's Process Designer allows users to design, create, and edit business processes for both simple and complex use cases. Building these automations helps businesses improve operational efficiency, streamline compliance objectives, cut down on manual errors, and provide a consistent…
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