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Customer filters in Visit scheduling for Pharma Creatio

Filter customers using dynamic groups when scheduling visits in Pharma Creatio
    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.
    Customer filters in Visit scheduling for Pharma Creatio

    Terms & Conditions

    Support is not available for this application.
    Support conditions

    Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.

    Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.

    We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.

    Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.

    Product compatibility
    7.16.3 and up
    Any supported DBMS
    .NET Framework
    Deployment options
    The add-on is compatible with Pharma Creatio.
    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.

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