Sales Creatio is part of the CRM Creatio (formerly bpm’online) suite, and whether you purchase it as a standalone product or implement it along with Marketing Creatio and Service Creatio, it is sure to have a positive impact on your bottom line and your customer’s overall satisfaction. Health e(fx) is a great example of how […]
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
Creatio just gets better and better. Something we here at Customer FX love about Creatio (formerly bpm’online) is their commitment to regularly scheduled product improvements. This month Creatio announced the release of version 7.15.4 which brought with it many enhancements and updates that touch every area of the product. Enhancements […]
These are crazy times and Creatio is here to help. Creatio (formerly bpm’online) is doing their part to help healthcare, charity, volunteering, governmental, and similar organizations that are working to fight against the COVID-19 pandemic by offering Service Creatio for no cost between now and October 1, 2020. Service Creatio enables organizations to […]
One of the things I love about Creatio is how it is so simple for a non-developer to customize while still allowing developers to take it further, all at the same time. In this article, we’ll completely change how a detail grid is displayed by taking it further with some CSS. In short, we’ll modify […]
When having a detail with only one lookup, using a whole new edit page for it isn’t really needed, a lookup pop up is all you’d need. The academy has already gone over this but I thought I would just simplify the article. For my example I will create a case subscription detail where you […]
A built-in feature of Creatio is that all users can customize list/grid column layouts for the columns that are most useful to them. This can be done by clicking the three dot (ellipsis) button above the detail list and selecting “Setup columns” from the menu: A system administrator can customize the layout for all users […]
In my last article I showed how you can determine if the current user is a portal user or not. In this article we will use that to selectively apply some custom CSS to the portal only. If you’re new to applying CSS styles in Creatio, take a look this article on the topic before […]
There are likely times in Creatio when you need your code to behave differently depending on whether the current user is a full Creatio user or a portal user. This is a pretty easy thing to check. You can check if the current user is a portal user by using the following: You can also […]
Creatio has built in support for performing field validation (see this article on the academy). You add a validator function for a field, then return an object with a validation message in cases where the field didn’t pass validation. Plus, it prevents the user from saving the record if the validation fails and displays your […]
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