Creatio – What’s up with the Up button
A neat little navigation feature that you may not have noticed in Creatio CRM.
Syncing Creatio to Outlook Contacts
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
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
In this demonstration, we show you an overview of the Service features in Creatio CRM.
Using Advanced SpeedSearch in Infor CRM
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
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
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
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
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
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...
What’s New in Infor CRM v8.5 and The Product Roadmap
Sit back and learn about the newest version of Infor CRM - v8.5! We'll discuss enhancements and features, as well as look at head to what the future ...
Running Queries in Infor CRM
In this short training video we will show you how to run Queries in Infor CRM, including: 1. Finding records in Infor CRM 2. Accessing the Execute...
Marketing Creatio – Advanced Marketing Capabilities and Ease of Use
In this webinar we review the features and functionality of Marketing Creatio.
Tutorial: Using the Multi-select Text Edit Control for Creatio
In this video, we show you how to use the "Multi-select text edit field setup for Creatio", available from Customer FX in the Creatio Marketplace
CRM Migration and Integration with Starfish ETL
Discover the various ways that Starfish ETL can make your CRM migrations and integrations easier in this webinar.
Using Templates for Excel Reports in Creatio
In this video, we will walk you though how to use the Excel Reports add-on for Creatio to create an Excel Report and use a Template to enhance the out...
Adding Graphics to a Crystal Report in Infor CRM
If you would like to learn how to add a graphic to a Crystal Report in Infor CRM this is the video for you. In this video we will review how to: 1...
Looking Up Records in Creatio
There are different ways to look up records in Creatio. Learn what your options are with this quick training video.
Infor CRM v8.4.04 and The Infor CRM Roadmap
A demonstration of Infor CRM v8.4.04 and an overview of the Infor CRM product roadmap.
Latest Add-ons
Email Search in Communication Panel Add-on for Creatio
Case Stage Color Coding Add-on for Creatio
Recently Viewed Records Add-on for Creatio
Filter Highlighting Add-on for Creatio
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