Description
Banza service сatalog for Creatio expands the functionality of the Services section, providing the ability to categorize services and customize their display for internal and portal users according to the terms of the SLA. Key values: increase the efficiency of request registration by the support team and simplify the request register process directly by the client.
Use cases:
The app is beneficial for companies and their departments to operate with internal or external clients to perform the registration of a number of various requests.
The service catalog administrator sets up a customized catalog for each user, according to available services, including the terms of the SLA.
The support team uses the categorized tree-like list of services to quickly search for the needed service to register.
The client performs independent registration of service requests using a categorized, multi-level service catalog that displays only service categories available to the user.
Key features:
- The unlimited hierarchical structure of the service catalog.
- Visualization of the catalog with images for each category; two modes of displaying the hierarchy - by list or by tiles view.
- Customization of categories and services displays for the user through the functionality of setting up user rights, according to the terms of the SLA.
- Automatic filtering organizes services into categories and updates them in accordance with predefined service filters.
- The exact position settings in the display order for each level of the category list.
- The "Search in services" function is implemented for portal users.
- The "Favorite user categories" feature to form a list of the most frequently used categories to simplify the request registration process.
Pricing
Terms & Conditions
Support
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.
Reviews
Installation
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.
- Configure the service catalog. Go to "System designer" > "Service catalog designer" or go to "Service" > "Actions" > ”Configure catalog”. Create category levels, build a category hierarchy, attach services to a category, and set up user rights. Complete data according to the instructions below. Save changes.
- Update settings. Go to "System designer" > "Service catalog designer" > "Actions" > "Update service catalog".
- Update the record permissions. Go to "System designer" > "Object permissions". Give the record permission to the "Service" and the "Service agreement" objects for the portal users.
- Use the service catalog. Go to the "Service catalog portal" section in Portal workplace and select the needest service.
By default, app packages for version 7.17.4 and higher are available.