SalesUp Text field autofill for Creatio

SalesUp Text field autofill for Creatio helps create templates that will quickly and easily generate names of fields and records titles. Use these templates for any text field in Creatio.

Use cases:

• Generating the title of orders and contracts according to a template set by the organization individually.
• A quick adding of regular activities for managers without entering titles manually.
• Assigning private titles for calls for customer centers.

Key features:

• A convenient wizard for customization as a separate system section.

• Macros configuration does not require deep analytical knowledge.

• Use the following field types for the template: dates, amounts, and text values.

Notes:

The add-on does not work with lookup fields.