Apps for Creatio - User contributions [en]

Gmail Client Install

2026-08-19T14:12:51Z

CreatioWikiSysop:

The Creatio Connector add-on is deployed through a manual installation process.

Before you begin, please ensure that you are signed in with a '''Google Admin account'''.

Our team will provide you with the '''Client Script''' required to install and configure the product.

1. Configure the Google Cloud Project

Click on open
[[File:Imagep.png|none|thumb]]
Click on the settings icon
[[File:Image (1)6.png|none|thumb]]
Scroll down to the '''Google Cloud Platform (GCP) Project''' section
[[File:Image (2)5.png|none|thumb|500x500px]]
In a new browser tab, open the Google Cloud Console and create a new '''GCP project'''.

Configure the '''OAuth consent screen'''.
[[File:Image (3)1.png|none|thumb|500x500px]]

Set the audience to internal
[[File:Image (9).png|none|thumb|500x500px]]

Save your changes and return to the '''Apps Script Settings''' page.

Enter your '''GCP Project Number''' and click '''Set Project'''.

2. Create and Test the Deployment

Create a '''new deployment''' in Google Apps Script.
[[File:Image (11).png|none|thumb]]
Complete the deployment details according to your requirements.

For an individual user installation, click '''Install''' and open your gmail client.
[[File:Image (12).png|none|thumb|500x500px]]

3. Perform a Domain-Wide Installation

Domain-wide installation requires '''Google Workspace Super Admin access'''.

* Go to '''admin.google.com''' and sign in with your administrator account.
* Navigate to '''Apps'''.
* Open the '''Apps list'''.
* Click '''Admin install app'''.
* Select the Creatio Connector add-on and continue through the installation steps.

* Complete the installation by following the on-screen instructions.

After completing the domain-wide installation, it may take '''up to 24 hours''' for the Creatio Connector add-on to appear automatically in all users' Google accounts

File:Image (12).png

2026-08-19T14:03:59Z

CreatioWikiSysop:

656

File:Image (11).png

2026-08-19T14:02:42Z

CreatioWikiSysop:

625

File:Image (9).png

2026-08-19T13:59:08Z

CreatioWikiSysop:

2165

File:Image (3)1.png

2026-08-19T13:58:25Z

CreatioWikiSysop:

326

File:Image (2)5.png

2026-08-19T13:56:33Z

CreatioWikiSysop:

File:Image (1)6.png

2026-08-19T13:55:36Z

CreatioWikiSysop:

File:Imagep.png

2026-08-19T13:54:04Z

CreatioWikiSysop:

pdeatias

Start Here

2026-08-18T15:03:58Z

CreatioWikiSysop:

==== Apps for Creatio ====
Online help for

'''Accelerator Outlook Integration for Creatio (Microsoft Outlook 365 Integration)'''

[[File:Creatio outlook home.png|600px]]

'''Accelerator Gmail Integration for Creatio'''

[[File:Accelerator Gmail Integration for Creatio..png]]

'''MobileX for Creatio'''

'''Data Islands for Creatio'''

----

If you are a Creatio partner or customer of CRM Together you can connect to our support portal

[https://crm.crmtogether.com/customer365/logon.aspx Customer365 Portal]

From here you can log and view cases and download any marketing materials.

Note: You need to already be a registered partner or customer to access this. Please [https://crmtogether.com/contact/ contact us] if you cannot get access.

File:Creatio user agent.png

2026-08-18T09:04:12Z

CreatioWikiSysop:

Add Connection

2026-08-18T09:04:03Z

CreatioWikiSysop:

Opening the application the first time in a new environment you will be prompted to set up the connection.

[[File:Creatio get started.png|300px]]

Click the "Get Started" button

[[File:Creatio add connection.png|300px]]

Click the "+" button

[[File:Creatio connect step 1.png|300px]]

A. Your Creatio app url

B. Your closest geographic region. This is to ensure you get the fastest access.

C. Your Creatio username

D. Your Creatio password

E. The caption text to be displayed on the app

Click the "Connect" (F) button.

[[File:Creatio connect step 2.png|300px]]

Click "Open Application" (1) to start.

2. Edit the connection

3. Delete the connection

----

You can see Accelerator log ins against the user Activity

[[File:creatio_user_agent.png]]

and marked with the "CRM Together APIConnector/1.0.0" agent

User Checklist

2026-08-03T08:49:21Z

CreatioWikiSysop:

A checklist to be used when a user cannot log in.

1. Log into full Creatio and check your password is valid and has not expired

2. Supervisor users can check the users "UserSessionTimeout" from the users management area (behind the Access Rules tab). The minimal value is 10 minutes and the maximum value is 720 minutes (12 hours).

3. Users must have the "Functional Role" of Developer OR a custom role that allows access to the oData 4 REST API. Please check this with the Supervisor user.

Gmail Client Install

2026-07-21T09:56:40Z

CreatioWikiSysop: Created page with "coming soon"

coming soon

Outlook Client Install

2026-07-07T16:20:24Z

CreatioWikiSysop:

Accelerator Outlook Integration for Creatio is now available on the Microsoft App Source Store

Click [https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview?src=onlinehelp&mktcmpid=acprocreatio here] to open or add via Outlook.

[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview]]

Please note that Microsoft say that "Users might need to relaunch the relevant Office application to see view the add-in icon on the ribbon. Add-ins can take up to 72 hours to appear on the ribbon."

ref:
https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide
----

** Admin Consent Flow Setup **

Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.

[[File:Admin Consent Flow Setup.png|300px]]

To do this administrators should open the url [https://login.microsoftonline.com/common/adminconsent?client_id=28f7c67e-6631-4b43-9755-a34ec1ba8c7e&redirect_uri=https://appaccreatio.crmtogether.com here] and provide consent here.

What is this?

This is a block configured within Outlook/Outlook 365 and an Admin for Outlook/Office365 needs to resolve this.

<nowiki>https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview</nowiki>

To allow users to control what can/cannot be installed:

Sign into your Office365 administrator account.

Click Settings -> Org Settings.

In the User consent to apps section, ensure the checkbox is ticked.

Click "Save Changes".

This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/configure-admin-consent-workflow Configure the admin consent workflow]

Further information on managing consent within Outlook is available via Microsoft here:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/manage-consent-requests Manage consent to applications and evaluate consent requests]

----

Note: If you deploy as an administrator it can take hours to deploy the client. This is down to Microsofts system. We have no control over this.

Typically if a user can deploy from within the Outlook add it should install immediately or very soon.

==== TO MANUALLY INSTALL ====
1. Click [https://update.crmtogether.com/appaccreatio-manifest.xml here] to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.

**** STAGING IS HERE ****

CLICK [https://s3.eu-west-1.amazonaws.com/update.crmtogether.com/creatio/appaccreatio-manifest.xml STAGING]

The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.

2. Click [https://aka.ms/olksideload here] to open Outlook in a browser with the prompt to install the add in ( and login to your Microsoft 365 Account if needed)

[[File:Addins for microsoft outlook.png|500px]]

3. Follow the steps in the image to "Add from file". Select the file download in step 1.

4. In the prompt click Install

[[File:Install outlook addin.png|500px]]

5. The add in should show as installed correctly.

[[File:Creatio outlook add in installed.png|500px]]

6. Close the dialog and refresh Outlook in your browser.

7. Select an Email. Click on the ... button and select "Customize Actions" from the menu.

[[File:Customize outlook add in display.png|500px]]

8. Select the AC Creatio add in from the display and check the box and click Save

[[File:Pin addin to email.png|500px]]

9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane.

[[File:Add in showing in pane.png|300px]]

10. Within the task pane configure the connection.

[[File:Get started with Creatio microsoft outlook accelerator.png|500px]]

See [[Add Connection]] for details on how to to set this up

----

To uninstall just open the [https://aka.ms/olksideload 'Add-ins for Outlook'] page again and select either

My Add-ins

or

Admin-Managed

(Depending on how the app was deployed)

[[File:uninstall Creatio outlook add in.png|500px]]

Outlook Client Install

2026-07-07T16:19:55Z

CreatioWikiSysop:

Accelerator Outlook Integration for Creatio is now available on the Microsft App Source Store

Click [https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview?src=onlinehelp&mktcmpid=acprocreatio here] to open or add via Outlook.

[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview]]

Please note that Microsoft say that "Users might need to relaunch the relevant Office application to see view the add-in icon on the ribbon. Add-ins can take up to 72 hours to appear on the ribbon."

ref:
https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide
----

** Admin Consent Flow Setup **

Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.

[[File:Admin Consent Flow Setup.png|300px]]

To do this administrators should open the url [https://login.microsoftonline.com/common/adminconsent?client_id=28f7c67e-6631-4b43-9755-a34ec1ba8c7e&redirect_uri=https://appaccreatio.crmtogether.com here] and provide consent here.

What is this?

This is a block configured within Outlook/Outlook 365 and an Admin for Outlook/Office365 needs to resolve this.

<nowiki>https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview</nowiki>

To allow users to control what can/cannot be installed:

Sign into your Office365 administrator account.

Click Settings -> Org Settings.

In the User consent to apps section, ensure the checkbox is ticked.

Click "Save Changes".

This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/configure-admin-consent-workflow Configure the admin consent workflow]

Further information on managing consent within Outlook is available via Microsoft here:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/manage-consent-requests Manage consent to applications and evaluate consent requests]

----

Note: If you deploy as an administrator it can take hours to deploy the client. This is down to Microsofts system. We have no control over this.

Typically if a user can deploy from within the Outlook add it should install immediately or very soon.

==== TO MANUALLY INSTALL ====
1. Click [https://update.crmtogether.com/appaccreatio-manifest.xml here] to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.

**** STAGING IS HERE ****

CLICK [https://s3.eu-west-1.amazonaws.com/update.crmtogether.com/creatio/appaccreatio-manifest.xml STAGING]

The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.

2. Click [https://aka.ms/olksideload here] to open Outlook in a browser with the prompt to install the add in ( and login to your Microsoft 365 Account if needed)

[[File:Addins for microsoft outlook.png|500px]]

3. Follow the steps in the image to "Add from file". Select the file download in step 1.

4. In the prompt click Install

[[File:Install outlook addin.png|500px]]

5. The add in should show as installed correctly.

[[File:Creatio outlook add in installed.png|500px]]

6. Close the dialog and refresh Outlook in your browser.

7. Select an Email. Click on the ... button and select "Customize Actions" from the menu.

[[File:Customize outlook add in display.png|500px]]

8. Select the AC Creatio add in from the display and check the box and click Save

[[File:Pin addin to email.png|500px]]

9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane.

[[File:Add in showing in pane.png|300px]]

10. Within the task pane configure the connection.

[[File:Get started with Creatio microsoft outlook accelerator.png|500px]]

See [[Add Connection]] for details on how to to set this up

----

To uninstall just open the [https://aka.ms/olksideload 'Add-ins for Outlook'] page again and select either

My Add-ins

or

Admin-Managed

(Depending on how the app was deployed)

[[File:uninstall Creatio outlook add in.png|500px]]

Outlook Client Install

2026-07-07T16:06:34Z

CreatioWikiSysop:

Accelerator Outlook Integration for Creatio is now available on the Microsft App Source Store

Click [https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview?src=onlinehelp&mktcmpid=acprocreatio here] to open or add via Outlook.

[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200007993?tab=Overview]]

Please note that Microsoft say that "Users might need to relaunch the relevant Office application to see view the add-in icon on the ribbon. Add-ins can take up to 72 hours to appear on the ribbon."

ref:
https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide
----

** Admin Consent Flow Setup **

Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.

[[File:Admin Consent Flow Setup.png|300px]]

To do this administrators should open the url [https://login.microsoftonline.com/common/adminconsent?client_id=28f7c67e-6631-4b43-9755-a34ec1ba8c7e&redirect_uri=https://appaccreatio.crmtogether.com here] and provide consent here.

What is this?

This is a block configured within Outlook/Outlook 365 and an Admin for Outlook/Office365 needs to resolve this.

<nowiki>https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview</nowiki>

To allow users to control what can/cannot be installed:

Sign into your Office365 administrator account.

Click Settings -> Org Settings.

In the User consent to apps section, ensure the checkbox is ticked.

Click "Save Changes".

This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/configure-admin-consent-workflow Configure the admin consent workflow]

Further information on managing consent within Outlook is available via Microsoft here:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/manage-consent-requests Manage consent to applications and evaluate consent requests]

----

Note: If you deploy as an administrator it can take hours to deploy the client. This is down to Microsofts system. We have no control over this.

Typically if a user can deploy from within the Outlook add it should install immediately or very soon.

==== TO MANUALLY INSTALL ====
1. Click [https://update.crmtogether.com/appaccreatio-manifest.xml here] to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.

*** STAGING IS HERE ****
CLICK [https://s3.eu-west-1.amazonaws.com/update.crmtogether.com/creatio/appaccreatio-manifest.xml STAGING]
The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.

2. Click [https://aka.ms/olksideload here] to open Outlook in a browser with the prompt to install the add in ( and login to your Microsoft 365 Account if needed)

[[File:Addins for microsoft outlook.png|500px]]

3. Follow the steps in the image to "Add from file". Select the file download in step 1.

4. In the prompt click Install

[[File:Install outlook addin.png|500px]]

5. The add in should show as installed correctly.

[[File:Creatio outlook add in installed.png|500px]]

6. Close the dialog and refresh Outlook in your browser.

7. Select an Email. Click on the ... button and select "Customize Actions" from the menu.

[[File:Customize outlook add in display.png|500px]]

8. Select the AC Creatio add in from the display and check the box and click Save

[[File:Pin addin to email.png|500px]]

9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane.

[[File:Add in showing in pane.png|300px]]

10. Within the task pane configure the connection.

[[File:Get started with Creatio microsoft outlook accelerator.png|500px]]

See [[Add Connection]] for details on how to to set this up

----

To uninstall just open the [https://aka.ms/olksideload 'Add-ins for Outlook'] page again and select either

My Add-ins

or

Admin-Managed

(Depending on how the app was deployed)

[[File:uninstall Creatio outlook add in.png|500px]]

Releases

2026-07-07T15:55:12Z

CreatioWikiSysop:

coming Aug 26

Single Sign On (SSO) Option - Using Microsoft Entra.

Client Version: 1.8.11 24 June 26

* Improved handing of "The extension of the file does not correspond to the file type signature" when Creatio rejects an attachment.
* Show opportunity/case etc first when linked via entry or conversation id.
* Fast email- now we check ext and size for support and if breaking conditions we open the Save email dialog.
* Activity custom field support (On request we can use custom fields for the email entry id and conversation id).
* When an entity is Created using Accelerator create an activity -updated this to be a to do and task completed.
* Activity Participants (optional, off by default) - when an email is filed and an address on the To or CC are not found we prompt the user to action these. Activity Participants are auto populated by Creatio where a match is found.
* Removed the need for using ms graph in dialogs.
* Compose Mode - Task pane now available from compose email and ability to save that email (before sending). Note that as this email has not been sent there is no entry id and the 'Filed' flag will not be set in sent items.
* The need for 365 graph has been removed from the Outlook integration. We still use this in the MobileX product (which is based on the same platform/code base).

Version: 1.7.994 - 15th April 2026

* Dialog loading speed improved
* Compose mode Save dialog shows improved matching in global matches tab
* Bug for for 365 issue around access to the email body
* Category setting fix when user moves to new email too quickly

Version: 1.7.991 - 11th April 2026

* When an email is filed (or was filed) the Category "Filed" will be added to it so the user can see from the inbox that the have action'd the email. This is only when emails are filed/saved from the Explorer window and not in compose mode.
* Improved Session control. The system will now check the session exists and if not re-login.
* Saving of emails. The structure of how the Creatio activity is save this has changed to try speed it up.
* Domain Matching now ignores gmail.com, outlook.com and other generic emails.

Version: 1.7.5 - 14th March 2026

* Moved filed email flag to footer - only called on mail change now
* Removed blocking image call to improve performance
* Ability to inspect API calls (we may turn this off in future or hide this)
* Context - we use the email conversation id to surface the correct entity
* Email matching now searches on all Contact and Account emails
* Search. Search defaults to starts with. Insert a % to use contains.
* Fix for file email on case issues
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)
* SSA fields now have an optional dialog to make easier to use
* Fast Save Email button - no dialog is open

Compose mode updates - See [[Compose]]

* Address book
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed
* Email Templates
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity

----
Version: 1.6.9 - 1 Nov 25

* Flag to show email has been filed already
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.
* Save email in Compose Mode.
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name).

----
Version: 1.3.59 - 17 June 25

* Address sections layout changed
* Address - Filling in city will set Region and Country.

----

Version: 1.3.33 - 24 March 25

* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly.
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact
* Defaults changed to not show pipelines on home screen

----

Version: 1.3.31 - 19 March 25

* Update to cope with larger emails
* Update to replace deprecated MS api's

----

Version: 1.3.197 - 28 Feb 25

* Customisations - This is now possible, including support for custom collections. Contact us for details.
* All new collections have the creator as the "Owner"
* Fix for opportunity created date not being picked up
* Contact list in Account - removed "Account" field as already in it
* New license management added
* Sales Pipeline using Users Contact Name in display (was using username)
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"
* Fix for Activity view displaying opportunity Id and not the title
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)
* Changed Amount from Number type to Currency to fix display
* Extra caching added to improve performance
* Changed oppo dashboards graphic to display count of oppos
* Select fields with more than 30 items convert to advanced search field types
* Address Types - When neither ForAccount nor ForContact are set we show these for either

Version: 0.7 (beta release) - Friday 8th Nov 2024

Releases

2026-07-07T15:55:04Z

CreatioWikiSysop:

coming soon...

Single Sign On (SSO) Option - Using Microsoft Entra.

Client Version: 1.8.11 24 June 26

* Improved handing of "The extension of the file does not correspond to the file type signature" when Creatio rejects an attachment.
* Show opportunity/case etc first when linked via entry or conversation id.
* Fast email- now we check ext and size for support and if breaking conditions we open the Save email dialog.
* Activity custom field support (On request we can use custom fields for the email entry id and conversation id).
* When an entity is Created using Accelerator create an activity -updated this to be a to do and task completed.
* Activity Participants (optional, off by default) - when an email is filed and an address on the To or CC are not found we prompt the user to action these. Activity Participants are auto populated by Creatio where a match is found.
* Removed the need for using ms graph in dialogs.
* Compose Mode - Task pane now available from compose email and ability to save that email (before sending). Note that as this email has not been sent there is no entry id and the 'Filed' flag will not be set in sent items.
* The need for 365 graph has been removed from the Outlook integration. We still use this in the MobileX product (which is based on the same platform/code base).

Version: 1.7.994 - 15th April 2026

* Dialog loading speed improved
* Compose mode Save dialog shows improved matching in global matches tab
* Bug for for 365 issue around access to the email body
* Category setting fix when user moves to new email too quickly

Version: 1.7.991 - 11th April 2026

* When an email is filed (or was filed) the Category "Filed" will be added to it so the user can see from the inbox that the have action'd the email. This is only when emails are filed/saved from the Explorer window and not in compose mode.
* Improved Session control. The system will now check the session exists and if not re-login.
* Saving of emails. The structure of how the Creatio activity is save this has changed to try speed it up.
* Domain Matching now ignores gmail.com, outlook.com and other generic emails.

Version: 1.7.5 - 14th March 2026

* Moved filed email flag to footer - only called on mail change now
* Removed blocking image call to improve performance
* Ability to inspect API calls (we may turn this off in future or hide this)
* Context - we use the email conversation id to surface the correct entity
* Email matching now searches on all Contact and Account emails
* Search. Search defaults to starts with. Insert a % to use contains.
* Fix for file email on case issues
* Tabs default to sort by ModifiedOn field DESC (except contact which uses Name ASC)
* SSA fields now have an optional dialog to make easier to use
* Fast Save Email button - no dialog is open

Compose mode updates - See [[Compose]]

* Address book
* Shared Documents - requires an Account called "zzzShared Documents" to be created and files attached to that are displayed
* Email Templates
* Save - will use context via conversation id to surface the correct entity. Users can also change the entity

----
Version: 1.6.9 - 1 Nov 25

* Flag to show email has been filed already
* Option to turn on smart search (off by default). Requires Notes field be indexed on Activity. To improve performace this only checks Activities created in the last 30 days.
* Save email in Compose Mode.
* Ability to add in "linked" fields. EG when in contact you can add in other Account fields (not just the Name).

----
Version: 1.3.59 - 17 June 25

* Address sections layout changed
* Address - Filling in city will set Region and Country.

----

Version: 1.3.33 - 24 March 25

* Update to use ms-graph instead of REST API (as deprecated) - Users will now see a prompt to allow access. This access is required to get any embedded images for the emails to be filed properly.
* Defaults changed to not display totals for Opportunties/Cases on Account and Contact
* Defaults changed to not show pipelines on home screen

----

Version: 1.3.31 - 19 March 25

* Update to cope with larger emails
* Update to replace deprecated MS api's

----

Version: 1.3.197 - 28 Feb 25

* Customisations - This is now possible, including support for custom collections. Contact us for details.
* All new collections have the creator as the "Owner"
* Fix for opportunity created date not being picked up
* Contact list in Account - removed "Account" field as already in it
* New license management added
* Sales Pipeline using Users Contact Name in display (was using username)
* ActivityCategory is now set - required are items named as "Email","Call", "Meeting" and "To Do"
* Fix for Activity view displaying opportunity Id and not the title
* Fix for Address being copied to new Account screen if in a previous Account screen. Only happens for New Contact now.
* Updated New Case Screen to have Origin(Source) and Symtoms(Description)
* Changed Amount from Number type to Currency to fix display
* Extra caching added to improve performance
* Changed oppo dashboards graphic to display count of oppos
* Select fields with more than 30 items convert to advanced search field types
* Address Types - When neither ForAccount nor ForContact are set we show these for either

Version: 0.7 (beta release) - Friday 8th Nov 2024

MX Overview

2026-07-07T10:07:58Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [[File:GooglePlaystorelogo.png|147x147px|link=https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcreatio]]

* iOS
** Coming soon.

* Progressive Web App (PWA):
** [https://appmxcreatio.crmtogether.com MobileX PWA URL]
** [[MX PWA Client Install]]

MX Overview

2026-07-07T10:06:57Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcreatio [[File:GooglePlaystorelogo.png|147x147px]]]

* iOS
** Coming soon.

* Progressive Web App (PWA):
** [https://appmxcreatio.crmtogether.com MobileX PWA URL]
** [[MX PWA Client Install]]

MX Overview

2026-07-07T09:15:15Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [https://play.google.com/store/apps/details?id=com.crmtogether.mobilexcreatio][[File:GooglePlaystorelogo.png|147x147px]]

* iOS
** Coming soon.

* Progressive Web App (PWA):
** [https://appmxcreatio.crmtogether.com MobileX PWA URL]
** [[MX PWA Client Install]]

MX Overview

2026-07-07T09:14:23Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [[File:GooglePlaystorelogo.png|147x147px]]

* iOS
** Coming soon.

* Progressive Web App (PWA):
** [https://appmxcreatio.crmtogether.com MobileX PWA URL]
** [[MX PWA Client Install]]

MX PWA Client Install

2026-07-07T09:13:43Z

CreatioWikiSysop: h

MobileX PWA URL: https://appmxcreatio.crmtogether.com/
----

An example on iOS is as follows:

Click the options icon
[[File:Mxstart1.png|none|thumb]]

Next on your device select the option to Add to Your Home Screen.

[[File:Mxstart2.png]]

You can change the app title if you wish (2). Click Add (1) to add to your home screen.

[[File:Mxstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:Mxstart6.png]]

File:Mxstart4.png

2026-07-07T09:11:29Z

CreatioWikiSysop:

File:Mxstart6.png

2026-07-07T09:10:52Z

CreatioWikiSysop:

esar

File:Mxstart3.png

2026-07-07T09:10:21Z

CreatioWikiSysop:

ljil

File:Mxstart2.png

2026-07-07T09:09:48Z

CreatioWikiSysop:

lkml

File:Mxstart1.png

2026-07-07T09:08:59Z

CreatioWikiSysop:

fsa

File:Storeapp3.png

2026-07-07T09:06:31Z

CreatioWikiSysop:

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MX PWA Client Install

2026-07-07T09:04:51Z

CreatioWikiSysop: Created page with "For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores ---- 26 Sept 24 You can now install the PWA via link=https://store.app/appmxpro-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&utm_medium=appmxpro.crmtogether.com&utm_campaign=user_click Requirements: You must configure your web.config file to handle CORS as per https://accelerator.crmtogether.com/index.php?title=Connections ----..."

For the iOS and Android apps see https://mobilex.crmtogether.com/index.php?title=MX_AppStores

----
26 Sept 24

You can now install the PWA via

[[Image:Storeapp3.png|300px|link=https://store.app/appmxpro-crmtogether-com?share=634f720bf797d1d258ed5caf954e3d16&utm_medium=appmxpro.crmtogether.com&utm_campaign=user_click]]

Requirements:

You must configure your web.config file to handle CORS as per

https://accelerator.crmtogether.com/index.php?title=Connections

----

An example on iOS is as follows:

Click the options icon

[[File:mxstart1.png]]

Next on your device select the option to Add to Your Home Screen.

[[File:mxstart2.png]]

You can change the app title if you wish (2). Click Add (1) to add to your home screen.

[[File:mxstart3.png]]

One you get to that point open the app from your phone HOME screen

[[File:mxstart6.png]]

Then set up the connection to your CRM.

Click Get Started

[[File:mxstart4.png]]

Click the + button (1) and enter your CRM user credentials

[[File:mxstart5.png]]

----

'''HISTORICAL METHOD OF USING YOUR OWN LOCAL INSTALL'''

On your mobile device open the MobileX url for your CRM in a browser (safari or chrome for example).

The MobileX URL can be found in the CRM Together admin area in Sage CRM

An example of the format is

https://crm.yourserver.com/CRM/CustomPages/sagecrmws/webappmx/#/

MX Home

2026-07-07T09:01:58Z

CreatioWikiSysop: cx

[[File:Untitled design (29).png|thumb]]
The Home screen contains an Accordian control with lists in them.

Opportunity Pipeline (turned off by default/Enabled on request)
[[File:Untitled design (30).png|thumb]]
Cases Pipeline (turned off by default/Enabled on request)
[[File:Untitled design (31).png|thumb]]
User Details

File:Untitled design (31).png

2026-07-07T09:01:45Z

CreatioWikiSysop:

lhlh

File:Untitled design (30).png

2026-07-07T09:01:09Z

CreatioWikiSysop:

joij

File:Untitled design (29).png

2026-07-07T08:57:02Z

CreatioWikiSysop:

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MX Home

2026-07-07T08:51:57Z

CreatioWikiSysop: Created page with "thumb The Home screen contains an Accordian control with lists in them. Opportunity Pipeline (turned off by default/Enabled on request) thumb Cases Pipeline (turned off by default/Enabled on request) thumb User Details"

[[File:Creatio nav.png|thumb]]

The Home screen contains an Accordian control with lists in them.

Opportunity Pipeline (turned off by default/Enabled on request)

[[File:Creatio Opportunity Pipeline.png|thumb]]

Cases Pipeline (turned off by default/Enabled on request)

[[File:Creatio Cases Pipeline.png|thumb]]

User Details

MX Tasks

2026-07-07T08:50:33Z

CreatioWikiSysop: s

File:Untitled design (26).png

2026-07-07T08:49:42Z

CreatioWikiSysop:

ddf

File:Untitled design (28).png

2026-07-07T08:49:12Z

CreatioWikiSysop:

fgg

File:Untitled design (27).png

2026-07-07T08:48:42Z

CreatioWikiSysop:

MX Calendar

2026-07-07T08:41:14Z

CreatioWikiSysop:

The Calendar view lets you see your personal calendar and your team’s calendar, including all appointments in one place.
[[File:Untitled design (23).png|center|608x608px]]You can click the icon to add a new appointment
[[File:Untitled design (24)ad.png|center|607x607px]]
[[File:Untitled design (25).png|center|thumb]]

MX Calendar

2026-07-07T08:33:30Z

CreatioWikiSysop:

The Calendar view lets you see your personal calendar and your team’s calendar, including all appointments in one place.
[[File:Untitled design (23).png|center|608x608px]]You can click on the icon add new appointments
[[File:Untitled design (24)ad.png|center|607x607px]]
[[File:Untitled design (25).png|center|thumb]]

File:Untitled design (25).png

2026-07-07T08:32:56Z

CreatioWikiSysop:

sfg

File:Untitled design (24)ad.png

2026-07-07T08:30:49Z

CreatioWikiSysop:

MX Calendar

2026-07-07T08:30:21Z

CreatioWikiSysop:

The Calendar view lets you see your personal calendar and your team’s calendar, including all appointments in one place.
[[File:Untitled design (23).png|center|709x709px]]You can click on the icon add new appointments
[[File:Untitled design (23).png|center|709x709px]]You can click on the icon add new appointments

MX Calendar

2026-07-06T13:00:13Z

CreatioWikiSysop: Created page with "The Calendar view lets you see your personal calendar and your team’s calendar, including all appointments in one place. 709x709px"

The Calendar view lets you see your personal calendar and your team’s calendar, including all appointments in one place.
[[File:Untitled design (23).png|center|709x709px]]

File:Untitled design (23).png

2026-07-06T12:59:53Z

CreatioWikiSysop:

MX Overview

2026-07-06T12:53:02Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [[File:GooglePlaystorelogo.png|147x147px]]

* iOS
** Coming soon.

* Progressive Web App (PWA):
** [https://appmxcreatio.crmtogether.com MobileX PWA URL]
** [https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install MX PWA Client Install]

MX Overview

2026-07-06T12:52:51Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [[File:GooglePlaystorelogo.png|147x147px]]

* iOS
** Coming soon.

* Progressive Web App (PWA):
** [https://appmxcreatio.crmtogether.com MobileX PWA URL] [https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install MX PWA Client Install]

MX Overview

2026-07-06T12:49:17Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [[File:GooglePlaystorelogo.png|147x147px]]

* iOS
** Coming soon.

* Progressive Web App (PWA):
** [https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install MX PWA Client Install]

MX Overview

2026-07-06T12:48:47Z

CreatioWikiSysop:

MobileX for Creatio is a modern smartphone app for Creatio, built on the Accelerator (Outlook) integration. It provides a fast, intuitive mobile experience, allowing you to stay connected to Creatio wherever you are.

===== MobileX for Creatio =====

* Android
** [[File:GooglePlaystorelogo.png|147x147px]]

* iOS
** Coming soon.

* Progressive Web App (PWA)
** MobileX PWA URL: https://appmxcreatio.crmtogether.com

== PWA Installation ==

Take a look at how to install and set up the PWA Client:

* [https://mobilex.crmtogether.com/index.php?title=MX_PWA_Client_Install MX PWA Client Install]