Watch our latest video tutorial on how to use universal import from Excel to add large-scale data to bpm’online. Learn how to easily add a customer base, a list of products or other data from an Excel file. The video also shows how to use import to add new records to the system before getting started with bpm’online or in case you want to update the value of one or more fields in the existing records. 

Follow the link to watch the video.

More video tutorials are available under the "Video tutorials" tab in bpm’online academy.

Watch our new video tutorial on how to integrate with email service providers using the IMAP/SMPT protocol in bpm'online to set up email service provider, connection to Gmail using the IMAP/SMTP protocol and mailbox synchronization. Import emails and keep track of all your communications with customers. 

Here is a link for this helpful video tutorial:https://www.youtube.com/watch?v=Wf9CPZdOu_4&list=PLnolcTT5TeE08u9GbWA7R29awrDDANt-5&index=2

More video tutorials are available in the  “Video tutorials” tab in bpm'online academy.

Learn how to synchronize with external email accounts and upload and process emails in bpm'online. You can also connect emails to system records. This feature enables you to keep track of your communications with customers and launch preconfigured business processes with trigger emails.

Follow the link to watch our new video tutorial https://www.youtube.com/watch?v=syQ7APKT41I&index=1&list=PLnolcTT5TeE08u9GbWA7R29awrDDANt-5

More video tutorials are available in the  “Video tutorials” tab in bpm'online academy.

Bpm’online welcomes a new partner, BrainSell Technologies, a leading advisory and technology company specializing in CRM and marketing automation solutions, to its expanding channel ecosystem. By collaborating with bpm’online, BrainSell is enriching its product portfolio and helping even more businesses scale with processes and technology using bpm’online’s highly-ranked process-driven CRM solution.

"We saw bpm'online and its solutions as a way we can help even more companies to respond to the challenges they face in a highly competitive business environment” says Jim Ward, founder and CEO of BrainSell Technologies.

Founded in 1994, BrainSell provides business strategy and best-in-class CRM, ERP, business intelligence and business process management technology for clients of all sizes and industries. With today’s heightened market demand for process-based cloud CRM solutions, BrainSell found bpm’online to provide a powerfully different approach than other solutions on the market.

You still don’t know how to manage organizational and functional roles in bpm’online? Then you should watch our new video tutorial to learn how to do it. Use organizational roles to model the administrative structure of your company divisions. The functional roles are used to group your company’s employees by their job titles. 

Here is a link for this helpful video tutorial.

More video tutorials are available in the "Video tutorials" section in bpm'online academy.

You can change the way the records are displayed in any section by setting up its list.
This video tutorial will show you different views to set up the list of any section.

In addition, it will show you how to set up columns, add connecting or aggregated columns, set up a summary string and sort the records.
More video tutorials are available in “Video tutorials” tab in bpm'online academy.

The main goal of using folders in bpm’online is to group the records of the sections in a logical way by applying some filter conditions.

In this video tutorial, you will learn how to work with folders, specify filter conditions and manage access rights to the folders.

More video tutorials are available in “Video tutorials” tab in bpm'online academy. 

Bpm’online provides you with the detail wizard to help you to create new details in the section edit pages.
This will allow you to include more information in your section.

We will show you in this video tutorial how to use the detail wizard to create a detail, set up the detail page and include the detail in the required section.

More video tutorials are available in “Video tutorials” tab in bpm`online academy.

In this short video, you will learn how to check your user profile and get an overview of the settings that you can change to maintain your personal profile in bpm’online.

To watch video tutorial and learn more about user profile, kindly follow the link.

More video tutorials are available in "Video tutorials" tab.

In bpm’online, you can use the command line to access quickly the most frequently used operations and get directly to the required process or page instead of navigating through sections and folders or searching in a plenty of records. 

This video tutorial will give you more information and examples about how to use the command line and what commands you can enter.

More video tutorials are available in “Video tutorials” tab in bpm'online academy.