How To
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.
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How to Standardize Phone Number Formats in Creatio Freedom UI with a Low Code Process
To simplify working with phone numbers, we want to keep a very simple number-only format. We can do this with a low code processes in Creatio FreedomUI.
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Setting Up Custom Date Formats on a Printable Report in Creatio
In addition to dashboards and charts, Creatio also has options for creating and printing out documents or reports. This blog explains how to customize the date formats for these reports.
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Reformatting Integrated Values in Creatio for Better Reporting
When designing data structures for CRM, we work hard to create data formats that are usable and flexible enough for the needs of all users. However, when a CRM is integrated, there can be data formatting conflicts.
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Using Creatio Freedom UI to Create a Global Filter for Lists
The Creatio Freedom UI makes it easy to display lists of associated data using a List element that can be configured to show any data that is linkable to the record being viewed. It may make sense to have a built-in filter that always pulls data past a certain cutoff date. We don’t want to show all…
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How to Use IP Address Filtering to Secure a Custom Creatio API
The standard built-in Creatio API is easy enough to use to perform CRUD (Create, Read, Update, Delete) operations. However, in more complex scenarios, there may be a need to build complex logic inside a Creatio API so the external integration software can make its request without having to do all…
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Adding Validation Rules on the Creatio Mobile Platform
In some situations, you may want specific business logic implemented on the Creatio mobile app. Validation rules enforce that logic.
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Creating Fraud Alerts in the Creatio Banking Application
When working with the Creatio Banking application, it is important to track fraud related conditions connected to customer financial accounts. When a customer calls or walks in, we’ll need to pull up the customer record and have any important alerts show up indicating a problem.
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How to Fix “CurrentTimeAndDate” Inaccuracies in Your Creatio Business Process
While building a Creatio business process, it’s quite common to use the system’s current date to denote the moment a record update is being made. We just need to use the current date system variable and Creatio will automatically assign the current date/time when the process runs.
However,…
Streamlining Complex Date-Based Calculations in Creatio Processes
Hopefully these examples provide a good basis to perform any date-based calculations that you need in Creatio. Feel free to reuse these to reduce your codebase as much as possible.
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Configuring Different Page Layouts in Creatio
Creatio’s Freedom UI editor allows system administrators to configure different pages based on a specific field value. This post will teach you how to configure different page layouts in Creatio.
How to Automatically Assign Record Types in Creatio
Although Creatio’s processes can be used for some complex use cases, we can also create many simple processes to help eliminate manual work for users. One common process we’ve seen requested is to automatically assign record [type] by default when creating a new record in Creatio.
Two Use Cases for Lists in Creatio’s Freedom UI
Here are two use cases of when a list can be used in Creatio’s Freedom UI, and how to add it to your page.
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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.
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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
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