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2019 EDITION

How to Successfully Select and Implement a CRM

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Julie Cooper

Julie Cooper

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How to mass update email access rights using Creatio business processes?

Key Tip when setting up new users email integration with Creatio: Creatio email access rights are set per the users email mailbox setup.  By default, Creatio sets these access rights for Read, Write ...
author Julie Cooper 4 Min Read
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Various Business Awards Recognize Creatio CRM

The 2020 Winner of People's Choice Stevie Awards for Favorite New Products goes to Creatio Creatio (formerly bpm’online), a global software company that provides a leading low-code platform for ...
author Julie Cooper 8 Min Read
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Marketing Failures for a Professional Service Business

When a Professional Service is not using professional business Marketing practices It’s easy for medical specialists to forget that the people they call their ‘patients’ all through their years of ...
author Julie Cooper 7 Min Read
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History Overload - ACT Growth Suite  to the Rescue

So you have been successfully building relationships with a contact and now have years of completed activities in history to sort through.  You do a quick search with the ACT Contact lookup form and ...
author Julie Cooper 8 Min Read
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Act! Growth Suite Gets a Refresh Heading into the New Decade

The approach of 2020 is a good time for businesses to take stock of how ready they are to meet the challenges the new year – the new decade – will bring. It’s crucial to think about two things: what ...
author Julie Cooper 5 Min Read
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Success with CRM Partner Has New Name, New Look

On this beautiful Fall day in Southwest Michigan, Julie and Dick get into the promotion of the renaming event of bpm'online to Creatio.
author Julie Cooper 7 Min Read
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Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
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