Tag: bpm’online crm

Executing Direct SQL Statements in a Process or Configuration Web Service in Creatio (formerly bpm’online)

Creatio does have a lot of options for working with objects/data with an Entity object model, EntitySchemaQuery, Select/Update/Insert objects (I’ll get around to writing articles on these topics as well). You can also execute a SQL statement directly when needed as well. Before we get into the code, it’s worth mentioning, executing a SQL statement […]

Debugging Client Side Code in Creatio (formerly bpm’online)

When you’ve started writing code for Creatio, without question you’ll need to know how to debug your code. To do this, you’ll use something like Chrome’s dev tools (or something similar) just as you would any Javascript code. However, there’s a few things you need to set up to be able to debug the code. […]

This Innovative CRM Now Has a New Name

          Last week some big news dropped – bpm’online officially changed its name to Creatio.  And they didn’t just announce this change with a standard press release, they went big.  Jump out of a plane big.  Did you miss it?  Take some time and watch the video.  The name change isn’t […]

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 […]

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 […]

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 […]

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