How To

Blog

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

October 19, 2022

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
Blog

How to Create In-App Notifications in Creatio

October 4, 2022

Creatio uses the Notification center to alert users to key reminders: scheduled activities, feed messages, approvals, and more. Did you know that you can push custom alerts to the Notification center for any necessary information or reminders? This encourages users to be logged in and monitoring…

Continue reading
Creatio In-App Notification
Blog

Investigating SugarCRM's "Action Required: Your SugarCloud Managed Storage" Email

September 29, 2022

SugarCRM recently started enforcing SugarCloud managed storage limits. When you get the "Action Required: Your SugarCloud Managed Storage" email from SugarCRM, you can choose to decrease your usage or purchase more storage space.

Continue reading
SugarCloud managed storage
Blog

How to Enable Creatio IP Address Restrictions

September 29, 2022

Most businesses allow their users to access their Creatio site from anywhere, but some organizations need a more secure site that can only be accessed from their office (or via VPN) by some or all of their users. In this scenario, you can use the Creatio IP Address Restriction features to limit…

Continue reading
IP address restriction
Blog

How to Scan Business Cards with the Creatio App

September 6, 2022

While electronic business cards are slowly replacing paper ones, plenty of people are still using traditional business cards. Did you know that with a little setup you can scan business cards in the Creatio mobile app?

Continue reading
scan business card
Blog

Importing Users to Creatio & Solving an Interesting Password Issue

August 30, 2022

If you’re launching a new Creatio instance, you will most likely need to set up or load a fairly large list of users. Since most of the basic data of a user is usually available in some sort of spreadsheet, it makes sense to export the list from one of your existing systems and then bulk import…

Continue reading
importing Creatio users
Video

Printable Forms in Creatio: Online User Group

December 14, 2021

In this online user group, our experts explain printable forms in all their glory! What applications do they have in Creatio? How do you set them up? What kinds of add-ons are available to enhance their uses? Check out the recording to find out the answers...

Continue reading
Blog

How to Use CRM Automation to Free up More Time

July 20, 2021

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.

Continue reading
free time CRM
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.

Continue reading
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.

Continue reading
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.

Continue reading
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.

Continue reading
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.

Continue reading
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…

Continue reading
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.

Continue reading