How To

Blog

What’s a Reverse CRM Demo?

Traditional CRM demos are personalized and thorough, which makes them a reliable option for most consultants. But, when a client is looking to replace their existing CRM, a reverse demo can be a surprisingly effective alternative.

Continue reading
reverse crm demo
Blog

How to Store API Integration Keys in Creatio’s Application Cache

Hopefully this provides a good understanding of how the application cache can be leveraged to store API keys and other information that need to be cached and reused at the Creatio application level.

Continue reading
Creatio application cache
Blog

How to Modify Creatio Global Search to Add Colors That Highlight Important Data Points

Wouldn’t it be helpful if there was a way to highlight certain data to quickly draw our attention to it? You can modify Creatio’s global search by coloring the data in a way that grabs your attention. In this post, I’ll explain how. creatio

Continue reading
add colors to Creatio
Blog

Troubleshooting a Printable Error Message in Creatio

Creatio’s printable functionality helps you build some fairly complex reports with report headers and tables. With small reports, it’s usually easy to track report changes and make sure they’re in sync with the database when you change or removing fields that are no longer needed. Sometimes,…

Continue reading
printable report
Blog

How to Install and Launch a Creatio Local Instance

This blog lays out the steps to deploy Creatio locally on your Windows machine. Read on for step-by-step instructions.

Continue reading
how to install creatio locally
Blog

How to Modify the Account Address Page in Creatio to Handle Multiple Map Locations

In my previous blog, I described how to set up a service in Creatio to retrieve a set of locations from a specified radius around a given location. Once this data service has been set up, the next step is to integrate its data onto the AccountAddressPageV2 so Creatio can handle multiple map…

Continue reading
Creatio multiple map locations
Blog

Building a Creatio Web Service That Retrieves a List of Account Addresses in a Specified Radius

Instead of building a lot of UI logic to get a list of accounts near a specific location, it’s easier to build a Creatio Web service that does the work of finding those locations and displaying them on the UI page. For the purposes of this article, we’re going to build a Creatio Web service to…

Continue reading
Creatio web service for location
Blog

How to Change the Default Map Icon in Creatio

When working with Accounts in Creatio, the account address screen features the address fields and the ability to plot a map of the current location. In some situations, it might be necessary to change the default map icon that comes standard with Creatio. Here’s how to change the default icon in a…

Continue reading
changing the map icon in Creatio
Blog

The 411 on Creatio's User Management and Permissions

Creatio's user management and security permissions are used to configure exactly what each user can see within their system. Let's take a closer look at the levels of user management and permissions we can utilize in Creatio.

Continue reading
Creatio user management and permissions
Blog

How to Integrate Built-in System Processes into a Custom Creatio Business Process

When building processes in Creatio, we may need to integrate the necessary data logic with other available built-in system processes. Normally an admin might need to go to the system administration area, find the necessary system feature, and run it to achieve the desired result. Behind the scenes…

Continue reading
built-in
Blog

Build Powerful Content: Use Creatio's Email Templates

Creatio's email templates can be used to build content for your targeted recipient lists. Use Creatio’s Content Designer to build these emails and reuse the templates whenever.

Continue reading
Creatio email templates
Blog

Creatio's Process Designer: Defined

Creatio's Process Designer allows users to design, create, and edit business processes for both simple and complex use cases. Building these automations helps businesses improve operational efficiency, streamline compliance objectives, cut down on manual errors, and provide a consistent…

Continue reading
Creatio process designer
Blog

How to Summarize Data in Creatio Charts by Calendar Quarter

Creatio has some great reporting capabilities that allow for list, chart and various pipeline reporting formats. When building a chart to display totals based on an opportunity, currently there are options to summarize data by Year, Month, Week, Day, Hour, and a few combinations of these options…

Continue reading
summarize data by date
Blog

How to do ESQ Subquery Filtering in Creatio Based on a Child Object

Sometimes however there is a need to build a complex filter in Creatio that is effectively a subquery that depends on other related object information. In this case the specification of the filter object is a little more involved and needs to be configured correctly so that data from the related…

Continue reading
filtering data
Blog

How to Add a Primary Contact Module to a Custom Account Page in Creatio

Usually, the Creatio account page has the necessary layout to cover most of the information that should be recorded at the account level for different types of accounts. In some situations however, it might be necessary to create separate account pages based on a condition like the account type.

Continue reading
Creatio Primary Contact Module