All Articles

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

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 […]

Adding Custom CSS Style Sheets in Creatio (formerly 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 […]

Creatio (formerly 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 Creatio (formerly 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 […]

Creatio (formerly bpm’online) Quick Tips: Working with Leads

Leads in bpm’online are a record attached to an Account or Contact (or both) for communicating with and qualifying someone for something they may be interested in.  As you work the lead, you can collect information over time and then create an opportunity if it really is a quality lead.  This allows you to have […]

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