Creatio has recently released their version 7.15.3 and clients with the cloud deployment will be automatically updated or will have received this update in the last week.
Please, make sure your Mobile Creatio application is also updated to the latest version for the best performance. See more below about
The latest Creation CRM (formally bpm'online) updates include:
Sales forecasting
Forecast summaries can now be displayed hierarchically. All forecast summaries are now automatically recalculated upon changes that users make to the forecast, e.g. when adding columns or changing the forecast period. Additionally, users can now set up permissions for Forecasts section records
Forecast hierarchy with summaries
Order management
Sales Creatio and Creatio Partner Portal now have expanded price lists management functionality for placing orders. For instance, users can set up custom price lists for accounts (e.g. a special discount for customers or partners), and configure different price lists in accordance with different levels of partnerships. Therefore, when selecting items to place an order, a price from the custom price list automatically shows up. If a custom price list for customers or partners is not available, Creatio will pull out a price from the basic price list (if configured) or from the product card.
The [Price list] field in the account profile.
Partner marketing
Creatio now provides users with tools for partner funds management. Sales Creatio and Creatio Partner Portal ensure the following out-of-the-box capabilities:
The [Funds] detail on the partnership page in the main Creatio application.
Financial Services Creatio
In addition to updating the platform, several enhancements were made to Creatio products for banks and financial institutions:
|
||
|
||
|
||
|
The latest Creatio low-code platform enhancements include:
Business process management
The latest release of Studio Creatio Free provides the beta version of a revamped process designer, which will be included in all Creatio products soon.
Updated diagram interface
Also, the newest update features several enhancements that enable automated log cleaning. For example, users can configure rules to:
|
||
|
||
|
Data management
|
||
|
||
|
||
|
Creatio can automatically update the age of your contacts: 
The [Age] column of the [Contacts] section runs daily at a specified time.
You can run the update at any time via the [Update the values in the 'Age' column] action.
Creatio will update the age of the contact automatically, whenever the value in the [Birth date] field is modified.
Mobile application
The updated Creatio app is now available on Google Play. It is designed for mobile devices running Android OS version 7.0 and up. The newest version features the ability to share the link to a record from the mobile app. Additionally, in Creatio 7.15.3, the synchronization process implemented in the mobile app is now more stable and as fast as the native data export.
Administration
It is now much easier for system administrators to manage Creatio subscriptions and user roles. In the “System Users” section, the system administrator can issue and withdraw subscriptions in bulk as well as create a request for subscriptions and upload a file with subscriptions. Also, Creatio functional roles are now synchronized with Active Directory groups.
Development tools
Creatio now supports integration via the OData 4 protocol. This is an ISO/IEC-approved OASIS standard defining a set of best practices for building and using REST APIs. Additionally, developers now can benefit from new Creatio tools for reports customization with the FastReport Designer.
Detailed descriptions of all the new features and upgrades are available on Creatio Academy. Read the release notes >>
The update guide is available in a separate article.
Here is a list of recent Creatio updates.
Topics: Sales forecasting Creatio CRM Creatio updates Marketing Creatio