How To

Video

Creatio Business Rules: Dependently Required Fields

April 29, 2021

In this Creatio user group segment, Megan explains how to use the business rule for dependently required fields in Creatio. These business rules allow the user to define a logic to make fields required only when necessary. Megan demos an example.

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Video

Creatio Business Rules: Filtered Lookup

April 29, 2021

In this user group segment, our Creatio experts describe and demo how to use filtered lookups as a business rule in Creatio.

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Video

Creatio Business Rules: Dependently Read Only Fields

April 29, 2021

In this user group segment, our Creatio expert highlights how and when to use dependently read only fields in Creatio. These business rules allow you to define logic and lock fields for editing in specific situations.

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Video

Creatio Business Rules: Calculations

April 29, 2021

In this clip from our recent Creatio user group, our experts discuss and demo how to use Creatio Business Rules to set up basic calculations that will update when a business rule is met.

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Video

Creatio Business Rules: Showing & Hiding Elements

April 29, 2021

In this clip from our recent online user group, we show you how to set up business rules in Creatio to show and hide elements. Our Creatio experts also offers her tips for when to use this feature, and when to consider using multiple pages instead.

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Video

Creatio Business Rules: Online User Group

April 29, 2021

In this full recording, our experts take users through the five different scenarios for using Business Rules in Creatio. We covered Creatio Business Rules a few years back in one of our older Creatio User Groups, however, since then, Creatio has added new features and functions to these…

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Video

Studio Creatio: Online User Group

December 16, 2020

During this online user group discussion, our experts build a warranty process in Creatio's low code automation tool, Studio.

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Video

Building a Low Code Process in Creatio

October 30, 2020

After a brief discussion on the benefits of low code applications, we will build an expense tracking & approval section in Creatio. You will see how quickly (and without coding) you can add a new section, create fields, use business rules, and create processes.

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Blog

How to Fix "internal server error" When Emailing From SugarCRM

October 19, 2020

However, in the past year, I've noticed an internal server error will sometimes occur when setting up a new user. After some investigation, I found some Office 365 Admin settings necessary that fixed it. In this post, I'll detail what Admins should be looking for and the steps they must…

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SugarCRM internal server error
Blog

How to Install Sugar Connect on Office 365

January 16, 2020

Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.

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How To
Blog

Triggering an Email Notifications for an Event in Creatio

December 11, 2019

Sometimes, when a certain action happens in Creatio, you want one or more recipients to be notified of the action via email. You can easily build a process to make this happen. Building a process requires system administrator rights.

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email trigger
Blog

The Importance of CRM Response Time Analysis

November 20, 2019

When deploying a new CRM, we must consider how the system performance between the client and servers will factor into the CRM’s performance for users. Response time plays a key role in users' ability to adopt the system. Before the CRM goes live, it’s important to determine the CRM response…

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CRM response time analysis
Blog

How to Use CRM Automation to Free up More Time

October 21, 2019

A CRM system is great for organizing information and facilitating quick data analysis; but its automation capabilities also can help free up more time in your workday. Check out these seven tips for using CRM automation to free up more time.

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free time CRM
Blog

Getting a Grip on Predictive Analytics

October 18, 2019

What do we need to know about predictive analytics? How are industries using it and how can we do the same? We’ll try to get a grip on those answers.

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predictive analytics
Blog

How to Use the Creatio Gauge Widget to Track Progress Towards a Goal

September 30, 2019

You can set up a gauge widget in Creatio to track progress towards a goal in the Dashboards section, on the Dashboards within any other section, or on a record page. In this example, we will set up a widget on a new Dashboard tab in the Dashboards section.

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progress towards a goal