Allen D'Souza
Recent Contributions
How To Centralize and Lower your Overall Codebase via Creatio Server Side Processing
A CRM system is an independent application and works like a central hub to combine data from different sources into one system. For this to happen effectively, there must be external data feeds and integrations that bring in data to your CRM, in addition to all the user input data.
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Tip: A Better Way to Export Creatio Data via the SQL Executor
If you are using the SQL Executor marketplace add-on for Creatio, you will likely have a need not to just run queries, but also to export data to your spreadsheets or other systems for analysis.
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How to Loop Through Records in Creatio and Combine Values Without Writing a Single Line of Code
We had an interesting Creatio use case recently. We needed to maintain a single value that was a combined list of all email addresses associated with each contact. Because email addresses are stored in separate records for each contact, it is not straightforward to extract this information as a…
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Why Your Creatio Business Process Log Fills Up & How to Prevent It
Building a business process in Creatio is a quick and easy way to implement logic that would require coding and testing without low code tools. While powerful, it can have undesired effects on the system logs if careful attention isn’t paid to the flow of the process.
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How To Auto-Refresh Your Creatio Dashboard
CRM dashboards are meant to present a big picture that combines different data points as a quick and easy-to-understand visual summary. In Creatio, dashboards are built into each section with a rich feature set that lets you design and build them to suit any reporting needs.
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How to Remove the Feed Tab in Creatio
In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.
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Improving Usability: Adding Field Hints in Creatio
Sometimes small tweaks to how a field looks on a screen can make a big difference in usability and improve the quality of data captured. Adding field hints is one way to improve this usability in Creatio.
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How to Display Top N Rows in Creatio Using Detail Area
Creatio has a quick and easy way to build a detail area (a.k.a. one-to-many relationship). You've probably already tried using the detail wizard and Creatio auto-magically generated the functionality for you behind the scenes. So easy! Let's take that one step further.
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How to Build Cascading/Dependent Lookups in Creatio
If you have a situation where you must have one lookup offer only a limited set of values based on what is selected in another lookup, then you must setup lookups with dependencies on one another. This article explains how to do that.
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2018 Holiday Updates: New BPM Schema Tools Features
We're excited to announce new updates to BPM Schema tools! Now you don’t have to search all the bpm'online packages for field type information.
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Introducing Schema Tools for Creatio
Pulling Creatio's most current data structure from the API to present it in an easy-to-read format is best. We built the Schema Tools app to enable this.
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Managing Read-Only Access to Creatio
Setting up security for temporary workers is a common need. A common question is about providing read-only access so they can view information.
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Infor CRM Tip: How to Find Specific Attachments
I recently helped a client who was looking for a solution that would enable him to find specific attachments quickly based on their intended use. For example, an Account might have several attachments associated with it, but the user may want to know which of those various attachments is being used…
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Territory Realignment with Ad-Hoc conditions in Infor CRM
If you've reassigned accounts to a new sales person, then you've probably dealt with the Territory Realignment tool in the Administrator of Infor CRM.
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Troubleshooting for Microsoft Visual Studio 2015
I decided to try out the new Microsoft developer tools that come with Microsoft Visual Studio 2015 to get a feel for the software. When I downloaded the product, I received a web installer which in turn downloaded the necessary components and installed them. It was a somewhat slow install process.
Continue readingHow to Fix Connection Issues in External Facing Infor CRM Sites
Generally, on premise Infor CRM installations are set up as a combination of servers inside a company's network and behind a firewall.
Continue readingSetting up the Microsoft Dynamics CRM 2011 Report Authoring Extension for Dynamics CRM Reports
Microsoft Dynamics CRM uses SQL Server Reporting Services to generate reports for CRM data. If you have the need to modify or design your own reports, you will need to first make sure you have the software that helps you design and publish reports.
Continue readingConsiderations for Purging/Deleting Entity Data in SalesLogix
Normally when data is deleted from a database, it is simple enough to have a programmer write a DELETE statement in SQL to wipe out a bunch of records from a table. This technically works okay, but has some issues that one should be aware of.
Continue readingDesigning Reporting Filters in SalesLogix
When a SalesLogix report is run, you normally see two different kinds of filter options/parameters. The purpose of this post is to explain what they are and how reporting filters in SalesLogix are different.
Continue readingCreating and Naming SData Feeds in SalesLogix
SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is…
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