CRM dashboards are meant to present a big picture that combines different data points as a quick and easy-to-understand visual summary. In Creatio, dashboards are built into each section with a rich feature set that lets you design and build them to suit any reporting needs.Continue reading
Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.Continue reading
Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.Continue reading
If you have a situation where you must have one lookup offer only a limited set of values based on what is selected in another lookup, then you must setup lookups with dependencies on one another. This article explains how to do that.Continue reading
We're excited to announce new updates to BPM Schema tools! Now you don’t have to search all the bpm'online packages for field type information.Continue reading
I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being used…Continue reading
If you've reassigned accounts to a new sales person, then you've probably dealt with the Territory Realignment tool in the Administrator of Infor CRM.Continue reading
I decided to try out the new Microsoft developer tools that come with Microsoft Visual Studio 2015 to get a feel for the software. When I downloaded the product, I received a web installer which in turn downloaded the necessary components and installed them. It was a somewhat slow install process.Continue reading
Generally, on premise Infor CRM installations are set up as a combination of servers inside a company's network and behind a firewall.Continue reading
Microsoft Dynamics CRM uses SQL Server Reporting Services to generate reports for CRM data. If you have the need to modify or design your own reports, you will need to first make sure you have the software that helps you design and publish reports.Continue reading
Normally when data is deleted from a database, it is simple enough to have a programmer write a DELETE statement in SQL to wipe out a bunch of records from a table. This technically works okay, but has some issues that one should be aware of.Continue reading
SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is…Continue reading
I recently ran into a client issue where several SQL views were built to support generation of some dashboard and reporting outputs. When retrieving this data, there was a need for filters based on the standard SalesLogix Opportunity EstimatedCloseDate field.Continue reading
Join us for a virtual coffee break after Creatio's ACCELERATE conference! We'll use our 30+ years of CRM and software experience to answer your questions and teach you strategic approaches for successful CRM deployment.
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