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Tag: Postgresql

Using Database Views in Creatio

There are many benefits to using database views in Creatio. It can make operations that would require several expensive reads simplified using joins. It can make what would be complex or impossible aggregates simple. The end result is that the view can be used in Creatio just like any object. They can be used in Entity Schema Queries or...

Transforming Comma-Delimited Text to One-To-Many Records in a Creatio Postgresql Database

A client recently had an Excel file that was imported into their Creatio system. The Excel file had a text column of tags that were comma-delimited text values. This article looks how to use built-in Postgresql functions to transform this comma-delimited text into one-to-many tags for the contacts.

How to Add Activities to a Custom Section in Creatio

Out of the box in Creatio, you can connect an Activity to several different types of entities/sections. You can also add support for a custom section to have activities as well with a few manual steps. I'll outline those steps in this article with code that supports both MSSQL and Postgresql implementations. STEP 1 - Create a Lookup column for...

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.