Creatio CRM Major Update 7.17

Creatio 7.17 major release continues the strategy to provide advanced capabilities to accelerate your sales, service, and marketing processes.

Creatio introduced a major update to its low-code platform for process management and CRM to help system users accelerate customer-facing and operational processes with enhanced low-code tools.

The latest enhancement items include introduction to chats as a new communication channel, optimized business process management features, advanced user customization tools, the new “connected to” diagram, extended functionality of Sales Creatio forecasting tools, integration with Facebook lead generation forms, and advanced email marketing capabilities.

Video of November 2020 Creatio Major Release 7.17:

Creatio 7.17 major update was first shown off at ACCELERATE Global and became one of the most popular and engaging sessions for the audience. Watch the recording to hear Creatio experts discussing the most significant enhancements and giving live demonstrations of the new functionality.

Here are the new features included in Creatio version 7.17.0

Marketing Creatio

• Lead Generation
  Added integration with Facebook lead generation forms. All you need to do is link a landing page record in Creatio with a Facebook business page and select one of the lead registration forms on it. As a result, each submission of the corresponding Facebook form will generate a new lead in Creatio

Setting up integration with a Facebook landing page

• Email Marketing
  Creatio now sends bulk emails 8 times faster. Added a new type of bulk email response: “Canceled (unsubscribed by email type).” This response indicates that a contact was not sent any emails because they unsubscribed from this type of bulk email. In this case, Creatio does not send the emails.

Sales Creatio

• Forecasting tabs now have versions. Functions:  

  • Select a specific version of the forecast.

  • Set up daily autosaving of a forecast tab.

  • Compare the volumes of a specific version with the current version of the forecast. The values that are higher in the current version of the forecast are highlighted in green, while the values that are lower than in the compared version are highlighted in red. The highlighted cells have tooltips displaying the values from the current version of the forecast, as well as the difference with the compared version.

• Creatio now enables specifying the time zone when setting up automatic forecast calculation and autosaving.

Comparing data in the versions of a forecasting tab

Core Functions:

• You can now use mathematical formulas to calculate the values of numeric fields in pivot tables.

• Improved the searching for contacts when mentioning them in the feed: you can choose the search criteria between “Contains ...” or “Starts with ...”. 

Chats

Chats are now available in Creatio as a new communication channel.

Important The following Creatio functionality is only available for beta-testing. To evaluate the chat feature, use a trial version of any Creatio product or request early access for beta-testing by contacting Creatio support. We appreciate your feedback!
The new feature will be available in the upcoming Creatio releases.

• Customers can write private messages to your company page in Facebook or using the Facebook Messenger plug-in available on your website. You will be able to process all the messages in Creatio, they will be saved on a customer page.

• The agents can process the incoming chats in the communication panel, provide consultations in real time, as well as send instructions and additional materials.

• When working with chats, agents can create cases based on customer requests or run their own business processes.

• The completed conversations are available for review in the new [ Chats ] section and the [ Timeline ] tab of the contact page.

• Use the new [ Chat settings ] section in the System Designer to enable and set up the chat functionality.

Creating a case based on a chat

Customer database management tools

The “connected to” diagram in the [ Contacts ] and [ Accounts ] sections are updated.

Important This functionality is only available for beta-testing in Creatio version 7.17.0. To evaluate the new “connected to” diagram, use a trial version of any Creatio product or request early access for beta-testing by contacting Creatio support. We appreciate your feedback! The new feature will be available in the upcoming Creatio releases.

With the new diagram, you can:

• set up the connections between contacts and accounts in a couple of clicks;

• see all the internal and external contact connections, both professional and personal;

• group contacts within and outside an organization.

The “connected to” diagram for contacts and accounts

Connected to- Groups

Dashboard use

Easy option to now search for your dashboards. Click on search icon, type in a word for the dashboard name and select the dashboard.

Business Processes

You can now save a modified business process as a new version regardless of whether any of its instances have been run. This enables tracking change history details and returning to any of the previous versions if needed.

Saving the process

Dynamic cases now have versions. If you change a case, you can save it in a new version. Note that the cases that were run earlier will be executed in their current version. You can change the version of such cases for a new one. This will cancel the current instance of the case and will run a new instance in the new version.

Saving a new version of Opportunity Sales process

User Customization Tools

Section Wizard

• You can now copy a page together with the [ Timeline ] tab settings.

• Creatio now saves sections created based on existing objects if you do not specify the default display column in the object.

• The following features are now available in the Section Wizard and the pre-configured page designer to accelerate and simplify the setup:

  • Specifying the value precision when setting up numeric fields. You can select an integer or a fractional number with precision up to eight decimal digits.

  • Adding translations of field groups, boolean and lookup fields and new lookup names when setting up the page.

  • Editing the field group code when adding it.

  • Changing the name and code of the lookup that has been created for a new lookup field but not yet saved in the Section Wizard.

• You can set up the value calculation logic in numeric fields using formulas in the “Set field value” business rule. Examples of business logic that involves this rule include:

  • Calculating the product cost based on its price and the stock volume.

  • Calculating the order sum in the base currency based on the current exchange rate and the order sum in the local currency.

Adding a new field and then changing the text length

Ability to set the numeric precision

Ability to modify the date/time format

Development Tools

Advanced Settings:  

• The [Configuration] section and the configuration designers have been updated.

• The section displays the list of configuration items with their statuses.

• We have added a form to view the configuration item properties.

• You can filter items in the section by:

  • type;

  • available errors;

  • needed actualization;

  • available locks.

• You can perform a search separately by packages or by items.

• The locked and editable packages are now highlighted in different colors.

• The packages that are connected to SVN have a repository icon displayed. When you hover over the icon, it provides information about the revision number and the repository.

• The package properties contain all information about the repository that it is connected to.

• You can now create a web service in the [ Configuration ] section.

The Updated Configuration Section

Easy filtering and searching

Configuration - actions

The full set of Creatio 7.17.0 Release Notes are found here.

The update guide for the on-site applications is available in a separate article.

NOTE: Version 7.17.1 December update here.