Creatio, a global software company that provides a leading no-code/low-code platform for process management and CRM, today announced it has been recognized in the September 2021 Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (1). The report evaluates 12 LCAP vendors, out of the hundreds that market their products as LCAPs, based on their Ability […]
“Creatio is a Leader in this Magic Quadrant. Its Marketing Creatio solution is designed to work with Creatio’s sales and service-oriented applications, all of which are integrated on a single platform. Its operations are mostly focused in EMEA and North America. Creatio primarily sells its B2B marketing automation solution to midsize and larger organizations, with […]
Here is a great article on Creatio and how it is ranked against other CRM solutions. What I like about G2 is that it is not a professional or paid review site but rather from actual users. Article link https://www.creatio.com/company/news/20326
We are pleased to announce that the Creatio 7.18.3 update package is here! The following new capabilities and improvements have been added to the Creatio product line. Business processes. The process steps that require user actions (e.g., tasks, meetings, etc.) can now be created in the assignee’s language. For global organizations and multilingual working environments, this […]
Big news! The Mail Merge Word Add-in is finally here! We know many of you have been waiting for this functionality after support ended for IE11, which was the only browser that could be used for mail merge. We are planning to record a comprehensive demo of the Infor CRM Mail Merge Word Add-in, […]
Infor released an announcement regarding multiple emails addresses in a notification. While I don’t think this is going to apply to many, if any, of our Infor CRM customers, here it is just in case: Summary The third-party outbound service provider Infor uses to deliver email has updated their service to allow only one “To” […]
The event is designed to encourage innovation and empower citizen developers to create custom business applications in hours with Creatio’s leading low-code/no-code platform Creatio, a global software company that provides a leading low-code/no-code platform for process management and CRM, today announced its No-code Hackathon, a call for the global community of business analysts and citizen […]
Creatio, a global software company that provides a leading low-code platform for process management and CRM, has been positioned as a Leader in the G2 Grid® Report Summer 2021 for Low-Code Development Platforms, Business Process Management, and CRM. G2 is a world-renowned peer-to-peer software review platform that helps millions of businesses make better buying decisions based o...
Summary All CRM cloud instances will have their database credentials rotated to ensure password security. We will be updating all out-of-the-box database passwords including SYSDBA during an upcoming maintenance update. Impact If you have built any integrations or customizations that directly access the database using SYSDBA credentials, you will need to contact support to get […]
Creatio will be rolling out this update within the next few days for all customers. Read the release notes >> Here are some of the highlights of this new release: Business processes. When building a process diagram, it’s now much easier for users to assign process tasks to roles; any employee with this role can perform […]
Updating CRM CSS Files Best Practice for updating or extending the CRM CSS files Do not update the CRM CSS files directly. Create a new CSS file to hold your changes or additions Open the Project Explorer in AA and navigate to: SlxClient SupportFiles css Right-click on the css folder and […]
Looking Ahead 8.5.0.1: will be released within the next few months and may include the following enhancements and features: Mail Merge Replacement (IE 11. requirement removed) 64bit support for AA Core Merge Utility JQuery updated to the latest version CRM Quote promotion to CSD Visual Multi-Site functionality in bi-directional […]
Infor CRM Mobile 4.2 is available for download from the Infor Support Portal. Activity Enhancements – Ability to view Associations on the Activity and History detail views – Ability to view and manage contacts or leads who are attendees to an activity User Experience Improvements – Group application preferences are now user-specific rather than just […]
Infor has published a Knowledge Base article with a list of what they are calling “Necessary Hotfixes” for all 8.5 installations. KB 2201482 is available on the Infor support portal with the files attached.
It’s almost here, the new mail merge capability for Infor CRM that no longer requires Internet Explorer. In fact, it should work with all compatible browsers. For now, it’s going to be part of the 8.5.01 release and we are hoping that Infor can make it backward compatible with earlier releases. Take a look at […]
A welcome feature that has been added to the Infor CRM LAN/Windows client is the ability to associate an activity record to any entity just like you can in the web client.
We at Creatio are constantly working to deliver advanced capabilities to accelerate your sales, service, and marketing processes. Here are the new features included in Creatio version 7.17.0.
Dynamic Content is a marketing email feature usually reserved for very high end platforms however, it is included in Creatio Marketing. Adding to the power of this feature is the fact that any and all Creatio data can be the used as the condition that selects your dynamic content. Dynamic content enables changing the email […]
For those customers that have a Marketo marketing solution and Infor CRM, there is a change coming that may or may not impact you. Please read the announcement below for the details. I did get clarification from the Infor product managers that this is not going to impact the native integration between Infor CRM and […]
As promised, Infor released the fix for the Adobe Flash powered Funnel Chart in the Infor CRM web client. Here is a link to the Knowledge Base article which has the required bundles attached to it depending on your CRM version. It looks a little different then the flash version but seems to work exactly […]
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