Videos

InforCRM 9.0 – Merging duplicate Contacts from an Account screen

Published Dec 8, 2022

Infor CRM 9.0 Territory Realignment is Now Available in the Web Client

Published Nov 21, 2022

Infor CRM 9.0 New Search Capability Which Searches Across All Phone Fields and All Email Fields

Published Nov 18, 2022

Infor CRM 9.0 New Group Dashboard Widget

Published Nov 17, 2022

Infor CRM 9.0 New Bubble Dashboard Widget

Published Nov 16, 2022

Infor CRM 9.0 New Log Menu for Completing Unscheduled Meetings, Phone Calls, Todo’s, and Notes

Published Nov 15, 2022

Adding Your Company Logo in Infor CRM 9.0

Published Nov 14, 2022

Account and Contact Images in Infor CRM 9.0

Published Nov 11, 2022

Infor CRM 9.0 Themes

Published Nov 10, 2022

How to move Creatio Dashboard Widgets

Published Jan 21, 2022

We show you the trick to making it work...

Creatio – What’s up with the Up button

Published Jan 20, 2022

A neat little navigation feature that you may not have noticed in Creatio CRM.

Syncing Creatio to Outlook Contacts

Published Jan 20, 2022

We show you how to set up Creatio to Outlook Contacts sync and solve an issue we ran into.

Import Records via the Infor CRM LAN Wizard

Published Nov 8, 2021

When it comes to importing records into Infor CRM there are several options. In this video we will look at importing Account and Contact records via t...

Creatio Service demo

Published Sep 20, 2021

In this demonstration, we show you an overview of the Service features in Creatio CRM.

Using Advanced SpeedSearch in Infor CRM

Published Aug 13, 2021

Whether you're trying to find a specific note, a request in a support ticket, or resolution in a support ticket, Advanced SpeedSearch is a very useful...

An Introduction to Marketing Creatio

Published Aug 11, 2021

Whether used alone, as part of the Creatio CRM suite, or integrated with another CRM system, you will be impressed with Marketing Creatio’s...

Creating Quick Filters in Infor CRM

Published Jul 30, 2021

Filters can be created on any Entity in Infor CRM. In this short training video you will learn how to create a filter at the Opportunity Entity Level...

Demystifying Infor CRM v8.5 for IT

Published Jun 25, 2021

The newest version of Infor CRM, v8.5, touts itself as being "Upgrade Safe" but what does this really mean? This video will discuss the technical sid...

Connecting a Facebook Page to Creatio

Published May 10, 2021

This video demonstrates how to connect your company Facebook page to Creatio to receive Facebook messages inside of Creatio. Assign users to respond t...

Marketplace Add-on: Printable Attachments For Creatio

Published May 6, 2021

In this video we show a demonstration of our latest add-on in the Creatio Marketplace. Printable Attachments for Creatio adds the ability to easily at...