In Creatio CRM, the Owner field plays a critical role in defining responsibility and access control across records such as Accounts, Contacts, Activities, and custom objects. By default, many lookup fields in Creatio are based on the Contact object, which can lead to confusion when the requirement is to assign ownership strictly to system users… Read More »
Think about how we receive an email immediately after ordering a product online or signing up for a new subscription. We don’t have to request it, and no one manually sends it, it just happens automatically. These emails confirm our action, share important details, and keep us informed at the right time.This is where email… Read More »
Creatio allows organizations to automate email communication through configurable email templates. These templates help standardize messaging, reduce manual work, and ensure timely communication across business processes. This blog walks through the essentials of configuring email templates in Creatio and highlights practical use cases for real-world implementations. Macros help you automatically insert the right information into… Read More »
Creatio CRM provides a robust mobile application that enables users to access and update CRM data on the go. While the web application allows full visibility of all configured fields, the mobile app displays only a selected set of fields by default to maintain a clean and optimized user experience. In many business scenarios, administrators… Read More »
Email is still one of the most common ways we communicate at work whether it’s sharing updates, sending documents, or following up with customers. Creatio makes manual emailing easy by letting users send emails directly from the system, without switching between different tools or inboxes. You can write an email while looking at the exact… Read More »
Approval processes have always been an essential part of business hierarchies. While higher management is typically responsible for making key decisions and granting approvals, operational tasks are handled by lower management. As a result, seeking approval becomes a routine and integral part of business operations. Creatio simplifies this workflow by making approval processes easy to… Read More »
When customizing the Creatio CRM interface, one common issue both developers and no‑code designers run into is the appearance of awkward blank spaces in panels when certain fields are hidden. This usually happens because field visibility is controlled through business rules, while the layout itself remains fixed. As a result, even if a field is… 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 »
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 »
