Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
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
