If you’ve spent any time customizing Freedom UI mini pages or modal pop-ups in Creatio, you’ve likely hit a frustrating wall. You build a clean mini page, open the page settings panel, and notice there is no native control to adjust the dimensions. By default, Creatio locks modal pop-ups into a standard width. If you… Read More: How to Resize Freedom UI Modal and Mini Pages in… »
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… »
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 »
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 »
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 »
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 »
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 »
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: Setting up an Automated Approval Workflow in Creatio »
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: Prevent Empty Gaps in Creatio CRM Forms with Flex Containers »
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: Configuring Calendar Views for Custom Entities in Creatio »
