Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Field Management
Field force management: a schedule of visits, field visit rules
Reload data button for Creatio
Reload data button for updating data without page reloading.
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Time manager for Creatio
Time management on projects
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows