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Articles and Blog Posts About Creatio (bpm’online) & Infor CRM (Saleslogix) and Related Products, Covering Product Information, Technical, & Development Topics

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Failure to Upload Template for Excel Report in Creatio (and a Solution)

When using the Creatio marketplace addon for Excel Reports (which is a fantastic add-on that every system should have installed), you might have discovered that in recent versions of Creatio you’re no longer able to upload a template for the Excel report. You click the button to upload the template and then nothing happens and […]

Detecting if a Page Needs to be Saved in Creatio

If you need to be able to determine in code on a page in Creatio if the current record has been modified and needs to be saved, the easiest way to determine this is by checking to see if the Save button is visible or not. In Creatio, when a record has been modified, the […]

Creatio Marketing emails can have Dynamic Content

Dynamic Content is a marketing email feature usually reserved for very high end platforms however, it is included in Creatio Marketing.  Adding to the power of this feature is the fact that any and all Creatio data can be the used as the condition that selects your dynamic content. Dynamic content enables changing the email […]

Infor is terminating their partnership with Marketo

For those customers that have a Marketo marketing solution and Infor CRM, there is a change coming that may or may not impact you.  Please read the announcement below for the details.  I did get clarification from the Infor product managers that this is not going to impact the native integration between Infor CRM and […]

Flash fix for the Infor CRM Funnel Chart is now available

As promised, Infor released the fix for the Adobe Flash powered Funnel Chart in the Infor CRM web client.  Here is a link to the Knowledge Base article which has the required bundles attached to it depending on your CRM version.  It looks a little different then the flash version but seems to work exactly […]

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