Description
SalesUp Quick filters for Creatio allows to set up quick filters in system sections and details dynamically without involving developers. The app conveniently enables you to add or change customized quick filters in any system registry. With this app, you can also configure a hierarchical catalog with section data. Configuration is performed in a separate convenient setup wizard.
Use cases:
- Filtering by date of sections record;
- Filtering by assignee;
- Displaying or not displaying the archive records;
- Displaying or not displaying records by statuses;
- Section records organization as a catalog.
Key features:
- Adding an unlimited number of filter settings;
- Setting up quick filters in sections and details;
- Filtering by object columns of the section or details;
- Adding arbitrary advanced filters;
- Setting up filtering templates;
- Displaying data as a tree view.
Pricing
Terms & Conditions
Support
In order to keep this add-on free, support is provided by email only.
Reviews
Installation
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.
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.
What's new
New feature - adding filters for text fields, for example, by an order number, case number, contact's mobile phone, etc.