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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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How to mass update email access rights using Creatio business processes?

Key Tip when setting up new users email integration with Creatio: Creatio email access rights are set per the users email mailbox setup.  By default, Creatio sets these access rights for Read, Write ...
author Julie Cooper 4 Min Read
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Deepen relationships - how is your business doing?

Current circumstances are requiring all of us to make drastic adjustments in our lives and business. Like you, our first priority is, of course, the health and safety of ourselves and loved ones ...
author Dick Wooden 8 Min Read
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Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
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Creating the folder views your want in Creatio CRM

While bpm'online has the ability to setup various folders (groups of records) to show columns of information, it cannot show different columns of data for each of the folders. For example, in an ...
author Dick Wooden 7 Min Read
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2 Key Resources for Successful Emarketing Functionality in bpm online

 
author Julie Cooper 9 Min Read
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What is an 'Active' contact for bpm online Marketing?

What is the bpm’ online's definition of an “actual response”.   What responses flag that contact records as ‘active' contact.  Does that include: Un-opens, Bad email responses, hard bounces, soft ...
author Julie Cooper 4 Min Read
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Interviews of Business Process Championship winners

Results are in from the first ever competition to design a unique process using bpm'online studio free. In this skilled contest, participants designed for usefulness, relevance, creativity, ...
author Dick Wooden 8 Min Read
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