When you have a detail that has some value that you want to total and display on the main page it’s pretty easy to do. This article will show you the steps. In the scenario for this article I have a detail called tickets that has a dollar amount, and I want to display a […]
Discussion of issues with include script attributes on quick forms in the Infor CRM web client.
Sometimes in a process in Creatio you need two things to happen before you continue with the process. When the order of the things don’t matter as long as they all get done before the process continues. It’s a good case for using a parallel gateway to perform the tasks at the same time. A […]
And Creatio (formerly bpm’online) is recognized for the 6th consecutive year! Every year Gartner, a leading research and advisory company, puts out a report that evaluates CRM vendors and their completeness of vision, and ability to execute that vision, with regards to their customer engagement center offerings. Creatio made that list again for 2020. According […]
"How do you increase the Attachment Size for the Infor CRM Web Client?"
If you’re adding a Contact lookup where you want the user to chose from user contacts only, instead of all users in the system, you’ll add a normal Contact lookup that gets filtered to show only contacts that are users. I’ve shown before how to filter a lookup, but for filtering for user contacts, there’s […]
When you’re setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them […]
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 […]
In the Notification Center in Creatio (located in the right sidebar), you’ll see notifications for tasks you have been assigned. One of the options there is to postpone the task for a period of time, however, the choices might not suit the way your company works. Luckily, you can easily add more options to this […]
This information is current as of May 13, 2020. Your Guide to Adding Contextual Apps to Infor Ming.le Adding a contextual application widget to Infor Ming.le: In order for the contextual Opportunity Status widget to display in the Infor Ming.le sidebar pane within Infor CloudSuite CRM you must publish and enable the contextual application. […]
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