Tag Archives: Creatio CRM

Autonumbering Field Functionality in Creatio CRM

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 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 »

Step-by-Step Guide to Setting Up Creatio On-Premises (Local Installation)

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 »

How to Set Up Incoming & Outgoing Email in Creatio Online

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 »