Sales Creatio is part of the CRM Creatio (formerly bpm’online) suite, and whether you purchase it as a standalone product or implement it along with Marketing Creatio and Service Creatio, it is sure to have a positive impact on your bottom line and your customer’s overall satisfaction. Health e(fx) is a great example of how […]
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
Creatio just gets better and better. Something we here at Customer FX love about Creatio (formerly bpm’online) is their commitment to regularly scheduled product improvements. This month Creatio announced the release of version 7.15.4 which brought with it many enhancements and updates that touch every area of the product. Enhancements […]
These are crazy times and Creatio is here to help. Creatio (formerly bpm’online) is doing their part to help healthcare, charity, volunteering, governmental, and similar organizations that are working to fight against the COVID-19 pandemic by offering Service Creatio for no cost between now and October 1, 2020. Service Creatio enables organizations to […]
One of the things I love about Creatio is how it is so simple for a non-developer to customize while still allowing developers to take it further, all at the same time. In this article, we’ll completely change how a detail grid is displayed by taking it further with some CSS. In short, we’ll modify […]
When having a detail with only one lookup, using a whole new edit page for it isn’t really needed, a lookup pop up is all you’d need. The academy has already gone over this but I thought I would just simplify the article. For my example I will create a case subscription detail where you […]
A built-in feature of Creatio is that all users can customize list/grid column layouts for the columns that are most useful to them. This can be done by clicking the three dot (ellipsis) button above the detail list and selecting “Setup columns” from the menu: A system administrator can customize the layout for all users […]
In my last article I showed how you can determine if the current user is a portal user or not. In this article we will use that to selectively apply some custom CSS to the portal only. If you’re new to applying CSS styles in Creatio, take a look this article on the topic before […]
There are likely times in Creatio when you need your code to behave differently depending on whether the current user is a full Creatio user or a portal user. This is a pretty easy thing to check. You can check if the current user is a portal user by using the following: You can also […]
Creatio has built in support for performing field validation (see this article on the academy). You add a validator function for a field, then return an object with a validation message in cases where the field didn’t pass validation. Plus, it prevents the user from saving the record if the validation fails and displays your […]
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
If you’re using Infor CRM Mobile version 3.x, without question you should consider upgrading to version 4.0. Version 4.0 has a completely new UI that is a huge improvement to Infor CRM Mobile. It’s a more modern look and feel, but greatly improves the user experience as well. However, the upgrade from mobile 3.x to […]
In my last article I covered how to create reusable code in Creatio using modules. In this article I will cover a similar concept of creating reusable code using mixins. A mixin is a way to create reusable code where the code in the mixin becomes a part of the code you’re adding it to. […]
With any development, even when customizing Creatio, good code organization is crucial to get the job done right. Good code organization will make your customizations more easily maintainable, easier to read, and easier to create in the first place. One of the ways you can organize your code is using modules. One of the biggest […]
A useful thing you can do with a detail in Creatio is make it have an editable list. This means instead of using a edit page, you can just edit the columns straight in the list. The academy has an article on this already but I thought I would write an article simplifying the steps. […]
Something that is pretty necessary to know how to use when developing in Creatio is how to perform queries. When doing a query from client-side code on a page in Creatio you’ll use the EntitySchemaQuery. This article will cover some EntitySchemaQuery basics and some samples for performing a query for a single object, given it’s […]
I use this whenever I get an email in Creatio from a new Contact or a Contact with incomplete data. When an email shows up in your inbox and you see the little orange cloud-shaped icon, this is an indicator that it found new/missing data or there is a contact in the email string that […]
Infor CRM Mobile 4.1 has been announced and will be available within the next few months. A critical 4.0 bug fix is included which impacts all devices running the latest Apple IOS 13 where the calendar controls do not work correctly. Customers who are experiencing this issue now can report this to Infor and get […]
Included in the next release of Infor CRM is an all-new Forecasts and Quotas capabilities. Many customers have been asking for this and it will part of the next update, 8.4.03 for the web client. Managers can establish a goal for a specific user or team of users and then track their progress towards achieving […]
There might be times where a value entered by a user needs to be unique. For example account numbers, each account will have it’s own unique number. To do this you will need to do a query to make sure no other account has the same account number. Let’s take a look how to set […]
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