Megan Sheehan
Recent Contributions
How to Create In-App Notifications in Creatio
Creatio uses the Notification center to alert users to key reminders: scheduled activities, feed messages, approvals, and more. Did you know that you can push custom alerts to the Notification center for any necessary information or reminders? This encourages users to be logged in and monitoring…
Continue readingHow to Enable Creatio IP Address Restrictions
Most businesses allow their users to access their Creatio site from anywhere, but some organizations need a more secure site that can only be accessed from their office (or via VPN) by some or all of their users. In this scenario, you can use the Creatio IP Address Restriction features to limit…
Continue readingHow to Scan Business Cards with the Creatio App
While electronic business cards are slowly replacing paper ones, plenty of people are still using traditional business cards. Did you know that with a little setup you can scan business cards in the Creatio mobile app?
Continue readingHow to Install Applications from the Creatio Marketplace
Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. Most of the time, you can install applications directly into your Creatio site in just a few clicks! In this post, I’ll explain how to do that.
Continue readingDealing with Deleted Data in a Creatio Integration
When syncing data between two applications, most integrations only sync new and updated data. But some applications allow the deleting of data, and you may wish to include data deletions in your integration by deleting the corresponding data from the other application as well. When data is deleted…
Continue readingAre Your Management Team Meetings Effective?
Like many of us, we spend a lot of time in meetings, and not all of these meetings feel effective. Some meetings have become a monotonous cycle of attendees taking turns making status reports, with very little conversation about any of the reports, or really any dialogue between people in the…
Continue readingHow to Include Data from a Child Detail in a Creatio Email Template
When certain actions happen in your Creatio site, you may need to trigger an email alert letting someone know about that action. Sending the email message is a pretty simple configuration as part of a Dynamic Case or Process.
Continue readingLooping Through Data in a Creatio Process
When building a process in Creatio, the ‘Read Data’ element allows you to read a Collection of records that meet defined criteria. Once you have a Collection, what can you do with it? Often, you may want to loop through each record in that Collection, taking some action(s) with each one.
Continue readingTrigger a Mobile Push Notification Using Creatio
Ever need to urgently alert users when a trigger condition is met? Creatio has a base ‘Send Push Notification’ process that you can leverage.
Continue readingTriggering an Email Notifications for an Event in Creatio
Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.
Continue readingHow to Use the Creatio Gauge Widget to Track Progress Towards a Goal
You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.
Continue readingSugarCRM Reports: Choosing the Right Type
In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. Any report you create will have drill-through capabilities for a deeper…
Continue readingHow to Check and Maintain Data Storage Capacity in Sugar
Did you know the subscription level of your Sugar Cloud instance dictates your data storage capacity? If you didn’t know, you probably haven’t hit your data limit; but you may be closer than you think! If you exceed capacity, you could be charged fees. No one likes fees. So, let’s consider some key…
Continue readingHow To: Keep Outlook Plug-In in the Sugar Sidebar After an Update
We found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.
Continue readingHow to Check Your License Usage in Sugar
Knowing the number of licenses you have is always a good idea. If you need to add licenses, or change something about your Sugar instance, you have the information in-hand to simplify planning and budgeting. Here's how to check your license usage and active users in Sugar.
Continue readingHow to Automatically Archive Emails to Sugar Using Sugar's Outlook Plugin
Sugar’s latest Outlook Plugin release includes a new setting to automatically archive both incoming and outgoing emails. Finally! To utilize this setting, you must have the latest version of Sugar’s Outlook Plug-in: version 2.6.0.
Continue readingUsing Filters and Reports in SugarCRM
If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.
Continue readingHow to Set Up Cascading Dropdown Fields in SugarCRM
The options on a dropdown list (list B) change based on the way a different dropdown field (list A) is set, you must set up cascading dropdown fields.
Continue readingHow to Run Select SQL Queries in SugarCRM's Cloud Version
If you have Sugar Cloud — Enterprise or higher — and are a systems administrator, you can write your own SQL statement to query the database.
Continue readingSugarCRM Introduces MACS: Mobile Application Configuration Service
SugarCRM announced the release of Mobile Application Configuration Service (MACS) last week. This new tool for Sugar Enterprise or Ultimate subscribers allows customers to deploy a customized version of the SugarCRM mobile app for cell phones and tablets.
Continue readingEvents Hosted
All About HubSpot Forms
Join us for our next user group discussion where we’ll take a deep dive into forms in HubSpot. How do you create them? What are some best practices for collecting information? Can you A/B test the forms? Which form aspects might you want to A/B test? What are progressive forms and when should you use them? Tune into this free discussion to learn.
View EventGetting the Most Out of Your Creatio Marketplace Apps
Creatio’s application Marketplace is full of great apps and templates that can help you quickly accelerate the setup of your Creatio instance. This online user group will cover how to access and search within Marketplace, steps to install apps, and we'll discuss our favorite applications. Join our experts as they give the full Creatio Marketplace experience!
View EventAutomating Cross-Sell and CX for Banks and Credit Unions
Automation simplifies CX and pinpoints profiles for cross-sell, helping sales be more effective. But improving cross-sell and CX automation takes time and resources that many institutions just don't have.
Without it, Finservs innovate slower and risk lagging behind Fintech competitors. Is there a better way?
**Expected Takeaways:**
1. The state of Finserv & why cross-sell…
Forecasts in Creatio
Forecasts in Creatio help sales teams estimate future revenue and predict how much of their product or service will sell within certain time frames. But did you know forecasts in Creatio can also track progress against goals? Learn more about this dynamic and useful feature in our upcoming user group.
View EventWhat Creatio Atlas 8.0 Reveals About the Future of Creatio
In February, Creatio unveiled major platform updates with its Freedom Release of Atlas 8, which included a consolidation of all application design tools, the new Freedom UI designer framework with a more powerful no-code interface, and composable elements for different stages of the design process.
What do these latest updates and innovations mean for the future of Creatio? How might their application alter…