Creatio Online User Group: Business Rules

Using business rules in Creatio allows you to hide or reveal fields, lock fields depending on the users, make fields required or optional, and even filter the lookup field value depending on another value. This tool within Creatio is important for security, collaboration, and data accuracy. Join our upcoming online user group discussion to learn more about business rules and how you can apply them to your processes in Creatio.

Duration: 1 hour
Cost: FREE!

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Presenters

Megan Sheehan

Director of Project Management

Megan is a CRM expert who helps clients design and build their CRM systems, manages their implementation and enhancement projects, designs and builds data integrations, and trains their teams on how to properly implement. She’s been part of the Technology Advisors team since 2012 and has written three books on CRM. Megan also co-hosts online user groups for various products where she teaches attendees about the latest updates, features, and functions.

Chris Heyman

Software Engineer/Business Analyst

Chris joined TAI in 2012 and quickly moved up to a Consultant role working with organizations of all sizes on CRM customizations, implementations, and data migrations with Starfish ETL. He has since worked on mission critical applications with many industries including travel, oil and gas, and banking using Creatio, SugarCRM, and Salesforce. Through his work on heavily customized CRM implementations on-site and in the Cloud, as well as extensive experience developing desktop and Web applications, he built a knack for digging into tough problems and finding a solution. When he’s not developing solutions for clients, Chris can be found watching his first born grow, traveling as much as possible, gardening, or brewing his next batch of beer.

Danine Midura

Marketing & Content Director

As Marketing & Content Director for Technology Advisors Inc., Danine spearheads TAI content creation, events, campaigns, SEO and website management, webinars, user groups, and social media efforts. Her goal is to support TAI's mission to listen, personalize, and stay with its customers by crafting honest, helpful, and insightful marketing content. Danine's interests include blockbuster disaster movies, tank tops in an array of colors, used book stores, Jurassic Park, and being surrounded by trees.