SalesUp Quick filters for Creatio
by Sales'Up
5 (1)
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Install

Overview

Product overview

Product 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.

Categories

Category
No-code customization

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Free

Compatible with Creatio

Version
7.16.0 and up

Pricing

Monthly
Annual
SalesUp Quick filters for Creatio
Free

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

In order to keep this add-on free, support is provided by email only.

Contacts

Installation

Setup guide

There are two ways to install the application:

  1. Automatically - by specifying the site address and clicking the "Install" button
  2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

Resources

User Guide V1.0.7

Product compatibility

All products on Creatio platform

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Core (deprecated from 8.0.9)
.NET Framework

Compatible with Creatio

7.16.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.1
7.16.0 and up
07.11.2023
Release summary
Fixed an error with displaying quick filters on details after reopening a tab with a detail
Download
1.0.2
29.06.2022
Release summary

New feature - adding filters for text fields, for example, by an order number, case number, contact's mobile phone, etc.

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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