Tag: Creatio

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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 […]

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 […]

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