Tag Archives: Creatio configuration tips

How to Track and Display Object Changes in Creatio (Without Overcomplicating It)

We’ve all been there. You open a record in Creatio, notice key details modified, and nobody seems to know who touched it. Data auditing isn’t just a regulatory checkbox for compliance teams. It’s a lifesaver for daily operations, troubleshooting rogue workflow updates, and keeping teams accountable. Creatio has a robust built-in Change Log, but most… Read More: How to Track and Display Object Changes in Creatio (Without… »

Step by Step guide to Configure the Attachments tab for a Custom Object in Creatio

In many business applications, storing files related to records is very important. These files may include documents, invoices, contracts, screenshots, reports, or any supporting information related to a specific record. In Creatio, the Attachment tab makes this process simple. It allows users to upload and manage files directly within a record, ensuring that all related… Read More: Step by Step guide to Configure the Attachments tab for… »

Managing Mandatory Fields in Creatio CRM: Section-Wise and Global Approach

Creatio CRM is a powerful low-code platform that helps organizations automate workflows, manage customer relationships, and streamline business processes. Its flexible customization capabilities allow businesses to easily adapt the system as their requirements evolve. One of the key advantages of Creatio CRM is the ability to improve the user experience through simple UI customizations. While… Read More: Managing Mandatory Fields in Creatio CRM: Section-Wise and Global Approach »

How to Link Activities to a Custom Object in Creatio

In any CRM system, having a complete view of customer interactions is essential. In Creatio, the Timeline tab makes this quite easy. It shows the complete history of emails, calls, meetings, tasks, and notes. Now, when we create a custom object in Creatio, we usually build it for a specific business need. But if activities… Read More: How to Link Activities to a Custom Object in Creatio »

Auto-link emails to existing Creatio record

When working with Creatio, one of the things you quickly appreciate is how much you can automate without touching a single line of code. A great example of this is the “Send Email” element in business processes. With just the right configuration, you can trigger emails automatically. In real business scenarios, communication rarely exists in… Read More: Auto-link emails to existing Creatio record »

Improve Data Accuracy by Filtering the Owner Field to System Users in Creatio CRM

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: Improve Data Accuracy by Filtering the Owner Field to System… »

Send emails automatically in Creatio

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: Send emails automatically in Creatio »

How to Configure and Manage Email Templates in Creatio

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: How to Configure and Manage Email Templates in Creatio »