There are times you want the user to fill out certain fields based on things that have changed on a record. You can always use business rules to make fields required based on conditions. But sometimes its easier to prompt the user for the fields you want to collect without seeing everything on the page. […]
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 […]
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 […]
We at Creatio are constantly working to deliver advanced capabilities to accelerate your sales, service, and marketing processes. Here are the new features included in Creatio version 7.17.0.
When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.
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 […]
When you have a Date/Time column, or just a Time column in Creatio, you’ll get a time picker control that includes a drop down of every 15 minute interval. For example, you’ll see 9:00 AM, 9:15 AM, 9:30 AM, 9:45 AM, 10:00 AM, etc. However, there’s a quick CSS hack that we can use to […]
Did you ever wonder how to add a graphic into one of your reports in Infor CRM?
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 […]
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 […]