Blogs

3 Reasons You Don’t Want to Miss This Webinar

Join us on Wednesday, August 21st at 2pm CDT Are you registered for this week’s bpm’online webinar? If the answer is no, we think you should reconsider. Here are the top 3 reasons you should join us: Familiarize yourself with what the next generation of CRM solutions can do. Learn about the transition to low-code/no-code […]

Embedding a Webpage on a Tab in bpm’online

Sometimes the easiest way to integrate some other website in bpm’online is to just embed it on a tab. That’s a pretty easy task. Additionally, you can easily include values from the record in bpm’online in the URL so the webpage is specific to the record you’re currently viewing. For an example of this, I […]

Phone Formatting in Editable SData Grids in Infor CRM

In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like “6515554444×123” that value does not show formatted but instead […]

Bpm’online v7.14.2 Has Been Released

Learn about the new features in this release. Bpm’online is committed to providing regular updates that will accelerate your your business, and v7.14.2 is no exception.  Highlights of this update include: Bpm’online Marketing   Macros are now connected to the [Audience] detail in the [Sender’s name] and [Email] fields. For example, if the email body […]

Programmatically Navigating to a Page in bpm’online

If you need to redirect the user to a specific page from your client-side code in bpm’online, there are a few options. The first is to publish the “PushHistoryState” message and supply the location/url as the hash for that message. For an example of this, the code below will navigate to the Contact section: The […]

Adding Custom CSS Style Sheets in bpm’online

Adding custom style sheets in bpm’online is a very easy task. You can add custom style sheets to specific pages or sections, or even globally to the entire application. In this article we will look at adding a custom style sheet to the Opportunity page. For this example, we’ll just apply a simple style to […]

Bpm’online is a Leader in Sales Force Automation

Gartner’s 2019 Magic Quadrant for Sales Force Automation has been released.   Bpm’online moved from the Sales Force Automation Challenger category in 2018 to Leader in 2019.   Gartner found that one of the strengths of bpm’online, among many, was product execution: “Bpm’online provides a UI that is easy to follow and modern. The sales product […]

Filter Highlighting Add-on in the bpm’online Marketplace from Customer FX

I’ve released another free add-on in the bpm’online Marketplace. Filter highlighting for bpm’online is an add-on that makes filters more obvious and noticeable when set in bpm’online. This add-on was inspired by helping bpm’online users who couldn’t find a record they were looking for because they didn’t realize, and couldn’t easily tell, that they had […]

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