When using Creatio, one of the most power parts of the application is the ability to integrate your email and calendar with Creatio. If you’re company is using Office 365, you’ll need to do a few configuration steps in your Azure/Office 365 portal to allow Creatio to authenticate with your Office 365 accounts using OAuth. […]
Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.
How to Resolve Error 400 admin_policy_enforced When Connecting Creatio (bpm’online) to Your Google G Suite Email or Calendar
If your organization uses G Suite and Creatio and you’ve just started getting an “Error 400: admin_policy_enforced” error when attempting to connect, or reconnect, your Gmail or Calendar to Creatio, this is due to a Google policy change that went into effect on November 4th, 2019. The error you see when you connect/reconnect your account […]
Inbox Guru is an integrated marketing automation solution built specifically for Infor CRM
Recently, I had a request to build functionality that would allow a user to send an email based on information in a datagrid row. Here is an outline of how I put that functionality together. The form contains a standard datasource/datagrid setup (Note, this does not work with an editable datagrid). In addition to any other functionality on the form, we also need to add two objects: A Hidden Text control, and a button on the form. The Hidde...
If you've ever wanted to modify the email generated from the Opportunity Snapshot in the web client, you'll find that it is incredibly simple to add new fields to the body of the email. To do so, you will need to modify the OpportunitySnapShot.ascx.cs smart part, found under Portal Manager->Sage SalesLogix->SupportFiles->SmartParts->Opportunity.