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Customer filters in Visit scheduling for Pharma Creatio

Filter customers using dynamic groups when scheduling visits in Pharma Creatio

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

    The application is an excellent asset for users who manage a large customer base and pay regular visits to medical representatives.

    Use cases:

    Filter the list of accounts or contacts by a dynamic group to schedule visits to a customer segment quicker and easier.

     

    Key features:

    • Filter the list of contacts and accounts by a dynamic section group in the Visit scheduling view of the Activity section.
    Languages
    Support conditions

    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.

    Price
    Free
    Product compatibility
    Version
    7.16.3 and up
    DBMS
    Any supported DBMS
    Platform
    .Net Framework
    The add-on is compatible with Pharma Creatio.

    Terms & Conditions

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