Tag Archives: Creatio configuration tips

Hiding the Creatio AI Panel: A Quick Guide

Creatio CRM is packed with smart, AI-driven tools that help teams work faster and make better decisions. The Creatio.ai panel is one of those features it puts AI right at your fingertips. But let’s be honest: not every company is ready to roll out AI to everyone at once. Some organizations may want to keep… Read More »

Creatio CRM Workplace Not Visible for New Users: Cause & Solution

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 »

Configuring Calendar Views for Custom Entities in Creatio

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 »

Email Setup in Creatio for Windows On-Premise Environments

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 »

Creatio Freedom UI Customization: Backgrounds, Desktops, Logos

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 »