Whenever you start working in a new Creatio system, whether it’s a local install or a trial system, there are some useful changes to make to help you have a better experience. These may or may not be useful to do in a production system as well but I’m focusing on a system that’s used for development. The main changes I’ll be covering are the user session timeout, call center integration and the product name.
User session timeout
The user session timeout is the amount of time of inactivity before you get logged out. The reason why this is important is because you can spend a lot of time customizing and if you step away from your computer for some time you can get kicked out and lose all your unsaved work. Putting the timeout timer higher is pretty simple all you need to do is go to the system settings and search for “User session timeout“. The default is 60 but I usually change it to 720 which is the max.
You also don’t want to forget that you have to log out and log back in after changing the timer or it will not be activated.
Call center integration
By default Creatio has phone integrations turned on. If you’re not planning on using it it’s good to turn it off. With it turned on Creatio is constantly trying to connect to a phone server or service that you haven’t configured. The reason why it’s good to turn this off is because it will flood the browser console with messages from all the failed attempts from the phone service. This makes it extremely difficult to find error messages related to code changes you’re making. This is an example of what the console looks like with this turned on.
How you would turn this off is you need to click on your user icon on the top right corner and click “Your profile” then click “Call Center parameters setup” and lastly you will need to check the box that says “Disable Call Center integration” and then save it. After logging out and back in you won’t see all the messages in the console anymore. This will make it much easier to debug your own work.
This one is optional but there is a system setting that defines what the name of the product is “Creatio”. This setting is what shows as the name in your browser tab. The problem is if you work on a lot of different Creatio systems and have a lot of different tabs open it’s very hard to know what tab is what since they all say Creatio. I use this setting to label the tabs so I can tell them apart. I’ll put a value here like my customers name or maybe the feature I’m working on. For example I will put a value here like “CFX Creatio”. With these prefixes in the title it helps make it easier to identify which tab goes to which system.
To do this you will have to go to the system settings and search for “Product name” then you can change the default name to what you want and then save. Just like the session timeout and call center you’ll need to log out and log back in to activate it.