The following key capabilities and improvements have been added to the Creatio product line.
Creatio composable apps. Creatio 8.1.4 offers several improvements to Creatio composable apps, such as:
- Order and Contract Management app. Enhanced Freedom UI product catalog empowers you to manage and showcase your products with unmatched clarity and efficiency. Also, when you change products in the cart, the improved Summaries component updates count, quantity, and total price automatically.
- Lead and Opportunity Management app. You can now use the playbook on the opportunity page. The component displays hints and instructions that let you access information from the knowledge base by specific dynamic case stages.
- Productivity app. You can now better organize your calendar by hiding some meetings or by displaying some tasks that were initially visible only in the task list.
- Knowledge Management app. Creatio now converts and stores the plain text version of each article in the NotHtmlField field. For example, this is useful for integrations that export data from Creatio.
Ada AI Chatbot integration. You can now use the new Ada AI Chatbot composable app to integrate Creatio chats with the Ada AI-powered bots and communicate with customers via multiple social channels. The app is available on the Creatio Marketplace.
Marketing Creatio. Due to new requirements for a one-click unsubscribe link in emails sent to Google and Yahoo mailboxes, Creatio adds the necessary headers for one-click unsubscription to marketing emails.
End user experience. There are numerous UI/UX and performance improvements that streamline and simplify daily work, among which:
- Product filters by feature. You can now use the hierarchy on the product selection page to set up dynamic filters by product features.
- Editable summaries. You can now edit existing summaries live.
- Duplicate search as part of Excel import. Duplicate search mechanism as part of Excel import was updated and improved.
- Icon only navigation panel. It is now possible to collapse the navigation panel to icon only mode.
- Bulgarian and Croatian localization. You can now use Creatio in Bulgarian and Croatian.
No-code tools. Improved no-code tools will help you create more sophisticated and powerful apps faster and easier:
- Freedom UI Designer. There are multiple improvements to widget, metric, and sidebar setups, as well as the new Hierarchy component to create hierarchical lists.
- Business processes. By leveraging user context for the Read data process element, Creatio now offers increased flexibility for working with sensitive information. This approach enforces least privilege, granting users access only to the specific data that their permissions allow.
- Integrations. There are multiple improvements, including the ability to configure chat settings in Freedom UI, delete chat channels that have related charts or other records on the Chat settings page, and others.
Advanced customization. There is a new console command to easily change connection settings for external file storage, for example, S3 or Azure Blob. There are also several customization improvements for sidebars implemented using a remote module..
Administration. New improvements include the ability to provide different licenses to different user groups automatically, improved performance of Excel imports, improved Calendar performance, and others.
Beta testing of new features. These features are available for beta testing in Creatio version 8.1.4 Quantum.
- Google Analytics. It is now possible to receive Google web analytics data for Creatio contacts after a form submission on a landing page integrated via webhooks.
- Synchronization of Office 365 calendar. It is now possible to import meetings that have “Creatio sync” category from Office 365 calendar to Creatio.
Detailed descriptions of all the new features and upgrades are available in the Creatio Academy.
You can also read the release notes HERE.
