The System Settings area in bpm’online is an extremely useful place to store your settings or things you’d like to give the user the ability to change in bpm’online. For example, in my last post I outlined how to make opportunity list rows green if the amount was greater than $3000, you could have that […]
The more I work with Creatio the more impressed I am at the control and ease you have with customizing the application. Even though Creatio really pushes the “zero code” mantra (which is actually quite true, you really can do a lot in Creatio without writing any code) it is still a fantastic experience as […]
bpm'online has the ability to import data from Excel files into any section
In bpm’online roles are used to determine what a user is allowed to do. There are organizational roles and functional roles. Functional roles are specific things a user can do, and an organizational role is a grouping of those functional roles for a specific type of user in the organization. If you’ve come to bpm’online […]
Every section within bpm'online has "Printables" which are Word merge document templates or a report
There are many cases when you need to know who the current user is in bpm’online. Whether this is in client-side code on a form, or in server-side code in a process or a configuration service. Getting the Current User in Client-Side Code The current user is stored in Terrasoft.SysValue as CURRENT_USER. This is a […]
In the Lead section of bpm’online, there’s a “Qualify” button that can be used when you qualify a lead. This button triggers a process to do things such as link to an existing contact/account or create a new one, create an opportunity, create some tasks, etc. However, what if you only want this button to […]
Packages in bpm’online are how you separate what you’re creating/customizing from the rest of the application. It’s a layer that exists in the application. It’s also how you deliver a set of functionality to another bpm’online system. If you’re coming from Infor CRM, it’s like a bundle, but a whole lot more. It’s more like […]
The built-in bpm'online email client has the ability to automatically record all of your emails to the matching Contacts and Accounts
Yes, you read that right, we said free! The long-awaited moment of the year is approaching! On June 5th bpm’online will present a brand-new product – bpm’online studio FREE – developed to streamline process design. This low-code technology is meant to give non-IT staff the ability to build apps and business processes without having to […]
Over the past year or so, most of my time has been spent working with bpm’online. It’s been my primary focus and an amazing journey – it’s made me excited about CRM all over again. I’ve been working with Infor CRM (Saleslogix) since it’s very first public release (I think that was 1997). It’s been […]
The bpm'online built-in email client looks for keywords and phrases like "help" or "problem" and then creates support cases
Every main section in bpm'online can be configured to present a different form/view
The Forrester Wave report is out puts bpm’online near the top. You may have heard that bpm’online is a modern, adaptable, and feature rich CRM system, but did you know that it is also a processes powerhouse? The recently release Forrester Wave report put bpm’online is its ‘Strong Performer’ category for Digital Process Automation based […]
As you’ve probably noticed, more and more software is being offered as SaaS, which means more and more data is being stored in the cloud. The ease of being able to access the information you need from literally anywhere with an internet connection is tempered with concerns about security. Data security is a top […]
Bpm’online is dedicated to making improvements and creating fixes that will help accelerate your business, and the latest release is no different. Version 7.13.3 adds new features to marketing, service, core functions, the mobile app, business processes, and development tools. You’ll also find a few bug fixes sprinkled in. Some new features […]
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