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 »
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 »
Creatio is a powerful low-code platform designed to help businesses streamline and automate their sales, marketing, and customer service processes. It’s packed with tools that make managing relationships and workflows much simpler. If you’re thinking about installing Creatio on your own local server instead of using the cloud, this easy-to-follow guide will walk you through… Read More »
Creatio offers a dedicated communication panel that provides users with a centralized view of all interactions across various modules in the system. Within this panel, users can easily access feeds, calls, emails, and chats, ensuring seamless communication tracking and collaboration. In the Email tab, users can view and manage all email activities associated with configured… Read More »
The fintech business has grown rapidly on a global scale. Recent studies estimate that the market would increase at a compound annual growth rate (CAGR) of 16.2% from its 2024 valuation of USD 340.10 billion to USD 394.88 billion in 2025 and USD 1,126.64 billion by 2032. This remarkable growth reflects the rising demand for… Read More »
