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Creatio updates, Creatio customization, Creatio FAQs

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Creatio Update v 7.18.4 Oct 2021

We are pleased to announce that the Creatio 7.18.4 update package is here!

The following new capabilities and improvements have been added to the Creatio product line.

Duplicate search. A new widget for duplicate data search is now available for beta testing. This widget allows you to easily view and merge duplicates for a specific record without having to run the duplicate search for the entire section. The widget is displayed for records in [ Contacts ] and [ Accounts ] sections in case you have global duplicate search and active duplicate search rules set up.

Opening record duplicates from the contact page:

v7.18.4_release_notes_open_duplicates

Calendars. The Exchange calendar synchronization was upgraded to enable uploading and viewing meetings in real-time without requiring you to reload the page. Also, you can now send meeting invitations from the corresponding meeting page in Creatio and view the responses on the [ Participants ] detail. Whenever the meeting details change, Creatio will send out updated invitations automatically. If the participants do not respond to invitations, you can resend the invitations from the meeting page with a single click.

Attention. This functionality is available for beta testing in Creatio version 7.18.4. Contact Creatio support to receive early access to the new calendar features. We appreciate your feedback. The new feature will become available publicly in the upcoming Creatio releases.

Sending meeting invitations to meeting participants

V7..18.4-scr_release_notes_send_invitations

 

Development tools. Generation of source code for all schemas now happens in the background, without disruption to user workflows and operations.

The notification about the schema's source code generation results:

scr_release_notes_generate_source_code_notification

 

Administration. It is now possible to set up access rights that allow users to export section lists only for specific objects. For example, you may permit the sales department employees to export invoices but not the customer base.

Setup permissions to export the section list:

v7.18.4-scr_release_notes_export_permissions

 


Detailed descriptions of all the new features and upgrades are available in the Creatio Academy.

Read the release notes HERE.

Review the upgrade guide for on-site applications is available in a separate article.

Article on the latest updates found in Creatio.

View of the support for 3 messengers for Chat use of  Service Creatio and setting up templates for cases per a specific stage. View video.

 

Topics:   Creatio updates Creatio customization Creatio FAQs

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