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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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The Gartner Magic Quadrant for CRM Customer Engagement Center Now Available

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 […]

Importing Users into Creatio (formerly bpm’online)

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 […]

Your Guide to Adding Contextual Apps in Infor Ming.le

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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