Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
Product description
Product description
The Sales'Up Data views for Creatio product makes it possible to display records of any system objects in unusual formats. Displaying data in formats different from the register makes it possible to analyze them faster and more conveniently, the data becomes more coherent, without the need to study it in detail.
Currently, there are 2 types of views available: Gantt Chart and Kanban Board.
Use cases:
The product can be used by companies of any industry or business area, since it offers universal functionality that does not depend on the business domain and the system objects used.
Key features:
- Setting up different views in an unlimited number of sections;
- Display records in the Gantt chart format;
- The ability to follow the dates and the process of working with the record;
- Schedule deviation control;
- Edit data with dates and duration indicator;
- Displaying records in the Kanban board format;
- Data analysis with divided by status;
- Control of transition conditions between statuses;
- Editing post statuses from a user-friendly interface;
Additional resources
Pricing
Price
SalesUp Data views for Creatio cloud / on-site subscription
$ 3.500
/ year
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Support
Support conditions
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.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.14 and up
DBMS
MS SQL
PostgreSQL
Platform
.Net Core
.Net Framework
Guides and manuals
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
Note: it is needed to re-login after application installing
To activate the trial period for 14 days, send the following information to care@salesup-it.com:
- The name of the company
- Customer ID
- Website address
Gantt chart is configurable for any system's object with "Start date" and "End date", such as "Cases", "Orders", "Activities", etc.
To set up Gantt chart:
- Go to the system designer, in the "System Settings" block go to "Date view settings" and click "New".
- Specify the setting's name, the object, and select type = Gantt.
- Specify a column for the start date, end date, and a column for the title.
- Specify the levels for the structure.
- Specify a filter for the object's records if necessary.
- Click "Save" and clear the cash.
Kanban board is configurable for any system's object with a status bar, e.g. "Cases", "Leads", "Orders" etc.
To set up Kanban board:
- Go to the system designer, in the "System settings" block go to "Date view settings" and click "New".
- Specify the setting name, the object and choose type = Kanban.
- Specify the status column and the column for the title.
- Specify the level for the structure.
- Specify a filter for the object's records if necessary.
- Click "Save" and clear the cash.
The cost of the product is indicated for the company without limitation on the number of users.
As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.