Creatio 7.18.1 is now released

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 such a task; it is convenient to work with group tasks in the communication panel.
  • Dynamic cases. We’ve implemented Sales Playbook hints to simplify users’ work with leads, sales, orders, and other objects in the system.
  • Home pages. When customizing the home page, you can change the automatically generated element code; it became easier to update homepage data; data view on mobile devices was also improved.
  • Working with chats. Now users can transfer chats to other departments; push notifications were added for new chat messages; the processing of messages sent in Facebook Messenger’s guest mode was improved, too.
  • Banks and Finances. In the Financial Services Creatio product line, it’s now possible to work with product selection as part of a business process.
  • Email Marketing. When using throttling mechanism, it’s possible to specify the daily limit and throttling rules for the emails.
ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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