The application is an excellent asset for users who manage a large customer base and pay regular visits to medical representatives.
Filter the list of accounts or contacts by a dynamic group to schedule visits to a customer segment quicker and easier.
- Filter the list of contacts and accounts by a dynamic section group in the Visit scheduling view of the Activity section.
Price and support
This free add-on was developed on the Creatio platform by citizen developers, as part of the "Dev Labs" community project. If you have questions or encounter any issues while using the add-on, please create a post on the Creatio Community, where citizen developers and other community members will be able to help you.