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Creatio updates, Accelerate Core Processes, Creatio mobile

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8 Min Read

Creatio 7.16.3 Aug-2020 New Features

Creatio keeps improving its CRM and Business Process Management platform each month. Cloud customers will be automatically updated during the next available maintenance period.

Please note, if you are currently implementing a project, you'll need to update your development environment to the latest system version, which can be done by following the simple instructions on Creatio Academy or download PDF.

Please, make sure your Mobile Creatio application is updated to the latest version for best performance.

New features and improvements include:

Sales Forecasting

  • Added an ability to conduct top-down forecasting – now users can estimate a company's future performance by starting with high-level market data and work “down” to revenue.

  • Now users can select not only the system object as a data source for a column, but also the information from another previously created plan. This allows users to customize dependent tables or base calculations on historical data; for example, if you need to calculate values based on data from the previous year, or you want to get the total data for several years

  • Added several handy features to simplify forecasting analysis. In particular, you can hide the fractional part of values (without rounding) and control the display of the editable column

Analytics

  • In the newest release, Creatio improved the display of pivot tables and bulk search results for duplicates. Additionally, working with emails on the communication panel has been made more convenient

Process Designer/Process Log

  • Creatio continues to improve tools for working with collections of data in business processes. From now on, a multi-instance subprocess features new parameters, which include the total number, the number of executed, and the number of interrupted instances. Creatio also added the ability to continue a subprocess execution even if errors occur within running instances.

  • Process Log: Now the system logs not only errors that occur on each stage of a process execution, but those in the formula of a conditional flow too. This makes it easier to debug the process when setting it up.

Section Wizard

  • When customizing the Creatio interface, now it’s possible to use custom tools (using business rules) to control the visibility of tabs, details, field groups, and individual modules according to specified conditions. For example, you can customize the display of a tab with additional data on completed or lost deals. On the record page, you can display a group of fields with additional data depending on the role of the user who browses the page. In the newest release, this setting does not require writing program code – you just need to specify the necessary conditions in the section wizard.

Browser Note:

Creatio will soon discontinue support for the outdated Internet Explorer 11 browser. Creatio will no longer support legacy browsers starting with version 7.17. Microsoft recommends Microsoft Edge for browsing in Windows. Read more in the Microsoft Tech Community article. We recommend Google Chrome and Mozilla Firefox for working with Creatio on Windows-based workstations.


Detailed descriptions of all the new features and upgrades are available on Creatio Academy. Read the release Notes  or download PDF.

Should you have any questions, please email us  - we are happy to help or call: 269-445-3001

Article on the prior version update in July 2020

 

Topics:   Creatio updates Accelerate Core Processes Creatio mobile

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