Running an F&B operation today means managing a lot of moving parts at once. Production schedules, batch planning, quality checks, compliance requirements, and distributor commitments all need to stay in sync — often while new products, packaging changes, or formulation updates are being worked on in parallel. From the shop floor to planning desks, small… Read More »
When onboarding new team members into Creatio CRM, everything seems smooth until you log in with the newly created account and notice something unusual the All-Apps view is blank, and no workplace is visible. This is one of the most commonly faced issues among Creatio administrators, especially when configuring fresh user profiles or setting up… Read More »
Managing dashboards in Creatio CRM helps your team access real-time insights without risking system security. Normally, only administrators have full control over dashboards, but you can easily share these rights with other users as needed. In this guide, you’ll learn how to give selected users or roles Read, Edit, and Delete permissions for dashboards. Dashboards… Read More »
Calendars play a vital role in business operations, serving as essential tools for planning meetings, organizing schedules, and managing important tasks. They help teams coordinate effectively, ensure deadlines are met, and provide clear visibility into upcoming events and priorities. By keeping everyone aligned and informed, calendars contribute significantly to productivity, time management, and overall workflow… Read More »
Effective communication is a cornerstone of any successful business process. Maintaining strong and consistent communication with customers enables organizations to better understand their clients’ needs and expectations, leading to more timely and accurate fulfillment of those needs. Creatio supports this objective by offering a variety of flexible communication channels, including live chat, phone calls, and… Read More »
In logistics and supply chain management, having timely and accurate information is what keeps operations moving smoothly. But when updates sit across different systems and conversations, teams can lose precious time aligning the details. A modern CRM in logistics and supply chain management simplifies that flow by bringing customers, partners, and shipment data into one… Read More »
Picture this: Your sales team has just secured a major fuel supply contract. Field service teams are completing maintenance at three depot locations, compliance is tracking permit renewals across multiple states, and finance is reconciling invoices—all moving parts of a high-performing operation. The oil and gas industry thrives on this level of coordination and scale—managing… Read More »
When working with data inside Creatio CRM, it’s very common to need a unique identifier for each record. This helps teams organize and track information easily. One simple and efficient way to achieve this is by using autonumbering fields. In this blog, we’ll explore what autonumbering is, how it works in Creatio, and how it… Read More »
Creatio’s Freedom UI is all about flexibility – giving you a clean, modern interface that can amend to your style and your system. In this blog, we’ll walk step-by-step through three simple ways to make your Creatio environment look and feel like your own: Whether you’re an administrator or just like things looking right, this… Read More »
