<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Creatio CRM, Creatio updates

  |  
8 Min Read

Creatio Update 7.15.4 March 2020

New features and improvements include:

The latest update package for Creatio (formally bpm'online) products will be coming your way in next 7 days.

Analytics:

You can now add FastReport reports to the [Print] menu in the [Dashboards] view in sections. To do this, select the [Show in the section analytics view] checkbox on the report setup page. You can filter the report data via a separate filter page or using filters of the corresponding section.

Users can filter data in a report via a separate filter page or using filters of the corresponding section.

Creatio_FastReport_contacts_section_dashboards_reports

Marketing campaigns:

r UI. Now it matches the new Process Designer UI. In the newest Creatio version users can copy several marketing campaign elements at once. We’ve also improved the displaying of elements titles: a top border of one element aligns with a bottom border of another element.

Creatio Portal:

A number of changes were made to the Creatio Portal:

   

An ability to add images directly to a message on the Portal.

   

Quick access to portal user profiles directly from the account page.

   

Users can now access the portal main page settings from the list of sections in the workplace setup.

Sales  Creatio

Forecasts - you can now open a forecast in a separate browser tab.  There is improved processing performance of complex multi-level forecasts.

Service Creatio - Case Management:

Service Creatio users now can view the business logic for the calculated case response and resolution time. Customer service team leader or a person with respective access rights just needs to click on a case page to view detailed information about calculated response and resolution time, case parameters used for the calculation, deadline calculation strategy, and alternative rules.

Business processes:

The Process Designer UI has been updated. The new toolbar element now allows for building process diagrams in all Creatio products. Among its advantages are significant acceleration and simplification of work with a diagram. For instance, you can select a specific system or a user action element from drop-down menus and add it to the working area. The revamped designer enables users to change the type of the added elements (actions, flows) as well as includes more built-in validation rules when building diagrams.

Updated element context menu UX

Creatio_Business_process-UI_add_element_and_change_type

Administration:

We’ve revamped the License Manager UI. The new section is now available in the System Designer and lists out all available subscriptions. System administrators can view the list, add new subscriptions, and distribute or revoke them in bulk.

 

Detailed descriptions of all the new features and upgrades are available here as PDF.


Reminder:  The Creatio mobile app is available for download on Google Play.  It is designed for mobile devices running the Android OS version 7.0 and up.

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

Related articles:

Creatio Update 7.15.3 Feb. 2020

Update 7.15.2

Update 7.15.1

 

Select  Share what you are interested to accomplish and we'll provide how your desired outcomes can be achieved with Creatio. (269) 445-3001

 

Topics:   Creatio CRM Creatio updates

Easily view communication timelines in Creatio CRM

So what happened over time with that contact or that account? You need answers quickly.  Who has been talking with your key accounts, when did my team last communicate, and what has been happening ...
Picture of Dick Wooden Dick Wooden 8 Min Read

Switching CRM's - 9 Keys to Success

Just the thought of switching to a new CRM is enough to scare some businesses into sticking with the one they’ve got, even when it starts to hobble progress. That’s sad. And it doesn’t have to be ...
Picture of Dick Wooden Dick Wooden 8 Min Read

Top 3 things to consider when choosing a CRM solution

Key considerations when choosing your CRM solution We can all agree there are plenty of solutions and vendors to choose from when it comes to CRM as it is a fundamental requirement for organizations ...
Picture of Dick Wooden Dick Wooden 8 Min Read