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Banza cases by schedule for Creatio

Quickly create and automate cases according to a schedule
    Description
    Product description

    Banza cases by schedule for Creatio enables you to plan cases according to different schedules and automate the process of assigning the appropriate employees to the cyclical tasks.

    Use cases:

    This extension will be useful for companies that need to automate everyday cases according to a schedule, for example:

    • Carrying out work on the maintenance of server rooms or telecommunications equipment;
    • Checking for updates from vendors;
    • Employee billing check;
    • Calculation of salary;
    • Closing a report;
    • Resupply of stationery equipment.

    Key features:

    • Generate cases according to the established schedule and with automatically filled-in fields;
    • Ability to configure the launching of a process according to a schedule.
    Languages
    Price
    $ 3.300
    / year
    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions
    Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
    Support contacts
    Email
    supportmpl@banzait.com
    Product compatibility
    Product
    Service
    Service (customer center)
    Service (enterprise)
    Version
    8.0.0 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Framework
    Deployment options
    Cloud
    On-site
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals

    To create scheduled case templates, you need:

    • Go to the [System designer] 🠒 [Lookups] section 🠒 the [Case schedule] lookup
    • Create a case schedule for each necessary case type.
    What's new?
    Version 1.0
    Set up a schedule to generate cases.
    Add rules for filling in case fields.
    Set up a schedule for the launching of the case creation process.
    Configure rules for assigning the appropriate employees to perform cyclical tasks.
    Developed by