SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
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
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
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
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
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
