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Change of an object assignee for Creatio

Temporarily or permanently reassign objects from one employee to another during vacation/time-off periods

Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product description
    Product description

    Change of an object assignee temporarily or permanently reassigns objects from one employee to another during vacation/time-off periods, based on parameters selected by a manager.

    Use cases:

    Temporarily or permanently reassign records from one employee to another during vacation, PTO, or upon exit of an employee.

    Key features:

    • create a business process to temporarily or permanently reassign workload for any user in Creatio from cases, leads, opportunities, and activities;
    • decide the parameters of the reassignment: object type, employees involved in reassignment, date range, temporary or permanent reassignment;
    • temporary reassignment, once the timeframe elapses, objects revert back to the original employee if the parameter was checked on the open edit page.

    Notes:

    Addition of custom sections, notifications, or additional functionality are services that can be provided by contacting Kewl Consulting.

    Support conditions

    To keep this app free of charge, support is provided only by email.

    Price
    Free
    Product compatibility
    Product
    CRM Creatio
    Version
    7.15 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework

    The template is compatible with CRM Creatio only.

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