Business trip request
Processing business trip requests from employees
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Organizational structure
Organization and personnel plan management
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Field Management
Field force management: a schedule of visits, field visit rules
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
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
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
ServicePoint for Creatio
Management of internal and external service for a company of any size
Time manager for Creatio
Time management on projects