All Articles

Articles on all topics. Creatio, Infor CRM, Customer Experience, and More.

Getting Started with Writing Code for Creatio (formerly bpm’online)

If you’re just getting started working with bpm’online, it can be a bit intimidating to know where to start. More specifically, where exactly to put your code and how to accomplish some of the basics. The wizards (section and detail wizards) are crazy simple to use. However, one of the first things to understand is […]

Need Better Lead Management? Look to This Award Winner

Bpm’online (now Creatio) continues to be recognized as a first-rate CRM. Last month we shared that bpm’online has been recognized as a CRM Market Leader by CRM Magazine in 3 key categories.  This month we’re pleased (but not surprised) to announce that bpm’online has done it again, this time being recognized as a Leader in […]

This is The Most Unique Renaming Event Ever!

Taking place October 30th, 2019 at 10am EDT.                     Bpm’online is getting a new name.  What?!?  That’s right, after 17 years the name is getting an overhaul to better represent the company they’ve become and their strong belief that everyone should be able to automate ideas […]

Did my SData portal deploy correctly?

It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .

The CRM Magazine 2019 Award Results Are In

Bpm’online (now Creatio) leads in 3 important categories. Every year CRM Magazine releases their CRM Market Leader Award winners and this year bpm’online was acknowledged as a CRM Market Leader.  Anaysts from various industry experts such as Forrester Research, Nucleus Research, and G2Crowd, judged the leading CRM vendors to choose the top five solutions in […]

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 Creatio (formerly 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 […]

Getting the Most From the Creatio (formerly bpm’online) Code Editor

The bpm’online built-in code editor is an in-browser editor, which is never exactly ideal, but it does the job. However, there’s some things you can take advantage of to get the most out of your experience using the editor. The first thing that will help your experience is knowing that the bpm’online editor uses the […]

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 […]

Creatio (formerly 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 […]

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