AavishkarIT: Real-Time CRM Updates with Creatio Freedom UI

In today’s fast-paced business environment, seeing up-to-the-minute data in your CRM can give your team a big productivity boost. With Creatio’s new Freedom UI, AavishkarIT can configure real-time updates so that pages automatically stay in sync with your back-end processes. In practice, this means that whenever a process makes a change on the server (for example, a task is completed or a request is approved), the open Freedom UI page can detect that event and update itself – no manual refresh needed. Your users simply see fresh data or an alert pop up as soon as something happens, keeping everyone informed and saving time. (For example, Creatio’s documentation shows that a page can update fields immediately without requiring the user to reload.)

• Always Up-to-Date Data: Freedom UI pages can be set to auto-refresh whenever related data changes. For example, if a salesperson edits a quote in a background process, the quote form will instantly show the new figures. As noted in the Creatio community, enabling the “live data update” option means any page bound to that data will automatically refresh when a process modifies it. This ensures your team never works with stale information.

• Instant Notifications and Alerts: Important events – such as task assignments, escalations or approval decisions – can trigger immediate alerts to users. Freedom UI includes a Notification panel (top-right bell icon) that shows approvals, process tasks, system messages and other alerts as they arrive. With this in place, your support agents or managers see pop-up messages and dashboard highlights in real time, so nothing slips through the cracks.

• Better Collaboration and Efficiency: By removing the need to manually refresh or re-open records, your staff stays focused. Workflows move faster because everyone sees new developments the moment they occur. Imagine a manager gets a live alert when a budget approval comes through, or a service rep immediately sees an escalated ticket’s new status – this kind of responsiveness helps teams act quickly and reduces errors caused by outdated info.

Business Use Cases

Leveraging real-time Freedom UI updates unlocks many practical scenarios:

• Task Updates: When a colleague completes, reassigns or delays a task, related records and dashboards auto-update. The task list or case page immediately reflects the new status or owner, so team members don’t need to hunt for the latest info.

• Ticket Escalations: In customer support, tickets often jump queues or change priority. With real-time messaging, the support rep sees the new priority or the note about escalation without hitting refresh. This can even trigger an alert (e.g. a pop-up) on the ticket dashboard to draw attention.

• Approval Routing: When an expense or contract is approved (or rejected) by a manager, the requester’s page can instantly update to show the outcome. For example, as soon as a manager clicks “Approve” in a process, the request form refreshes with the approval status – and the requester could receive a real-time notification – eliminating the need to check back later.

• Live Dashboards & Lists: Sales or service dashboards that pull from Creatio objects can also update automatically. Key performance indicators, charts or queues will refresh themselves as underlying records change. This keeps reports and views live, so decision-makers are looking at current data at all times.

How It’s Done: Freedom UI and Server Events

Under the hood, Creatio’s Freedom UI uses a messaging framework: a page can subscribe to certain server events (or “messages”) that your business processes send out. When we implement this for you, a small configuration connects those events to the page’s data source. For example, AavishkarIT can set up a page to “listen” for a custom message like RequestApproved, sent by a business process. When that message arrives, the page’s data is refreshed or a notification is shown to the user. All this happens seamlessly in the browser. In fact, Creatio’s own documentation and experts confirm that by enabling the new “Enable live data update” feature, any page bound to that object will automatically receive updates from the server (the platform “will handle…refreshing any UI bound to the object automatically when the object is modified in processes”).

These features are part of Creatio’s advanced real-time capabilities, designed for professional implementations. AavishkarIT’s developers handle the technical setup – wiring up the Freedom UI page to the right process channels and ensuring the right data flows. From a user’s point of view, though, it’s simple: workflows become interactive and live. You get the business value of instant awareness (thanks to automatic page reloads and alerts) without the complexity of manual polling or refreshes. And as noted in Creatio’s release notes, with live updates turned on, form fields update on open pages instantly when changed by processes.

In summary, AavishkarIT can help your organization take advantage of Creatio’s Freedom UI to unlock real-time updates. Your CRM pages will transform from static records into dynamic dashboards that react as your processes run. This means faster decision-making, fewer missed actions, and a smoother user experience – all of which translate into real business value.

Learn more about enabling Freedom UI real-time updates by partnering with AavishkarIT. We bring the expertise to connect your workflows and pages so that your team always works with the latest information.

Sources: Creatio documentation and expert community notes show how Freedom UI pages can auto-refresh and display real-time notifications when data changes.