posted by Dougie Collier on February 25, 2021

Creatio LogoCreatio is thrilled to introduce the latest update package for Creatio products – Creatio version 7.17.2

Cloud customers will be updated during the next available maintenance period.

New features and improvements include:

No-code / low-code tools

  • Section Wizard
    • In the newest release, they have enhanced UI customization. From now on, users can add hints to fields when customizing the page interface. You can use any language as well as HTML formatting when creating hints. In addition, it’s much easier to add new details to the page and use the registry editor.
  • Business processes
    • In the business process diagram, users can now generate custom MS Word reports or Fast Reports. You can add the generated reports to the Attachments and Notes detail of any record or use it further in the business process, e.g., send it as an email attachment.
    • You can now copy the MS Word reports in Creatio. This saves time when setting up similar reports. The report copy will contain the columns, macros, tables, filters, and templates of the original report.
    • There is now an API for working with files, enabling Creatio integration with third-party file storage, e.g., file systems, cloud repositories, etc.
  • Integrations
    • Creatio has implemented low-code integration with SOAP services and has enabled synchronization with LDAP for Creatio applications deployed on Linux. In Net Framework Creatio applications deployed on Windows, LDAP synchronization is based on the secure SSL protocol.
  • Configuration management
    • Creatio continues to enhance the professional framework for deep system configuration. Improvements include the function of multiple selections in the configuration element list — for exporting, updating database structure, deleting, etc. It became possible to view the source code of business processes and objects, manage parameters of client modules, transfer configuration items between packages, manage blocking of packages and items in SVN, and much more.

Sales, marketing, service, and operations automation

  • Omnichannel communications
    • When working with chats in Creatio, now it’s possible to use quick reply templates. Templates support multilingual mode and personalization using macros. Also, now you can easily find the needed template in the chat and edit the text before sending a message.
  • Marketing campaigns
    • There is now a new element to the campaign diagram to populate the event audience from the campaign. Also, Creatio has updated the logic of adding participants to campaigns on signal. In addition, users can now use the new counter to view the total number of participants on every campaign step.
  • Request management
    • For better user experience, there is now an AI search that analyzes the history of processed cases and predicts similar case recommendations for all new cases. The AI search is aimed at increasing the efficiency of customer support — now it will be much easier for service agents to analyze incoming calls and search for solutions.
  • Sales forecasting
    • There is now an added drill-down feature to the Forecasting section — users can now view the data used to receive the calculated forecast metrics.
  • Approvals
    • In a mobile app, users can now work with approvals in the hybrid mode. The list of approvals and approval processing is available regardless of the connection to the main application. All the changes will be passed to the main application when a connection is established.

Detailed descriptions of all the new features and upgrades are available on Creatio Academy.
Read the release notes >>

For more information on Creatio version 7.17.2 or Creatio as a whole please do get in touch with us.

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