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
Calculation of working days in business processes
Calculation of working days in business processes
Processing of dates taking into account days off
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Business processes: basic steps in working with data
Business processes: basic steps in working with data
Examples of basic elements use in business processes
Check permission to a operation
Check permission to a operation
Possibility to check current user operation permission within business process without coding
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Multi-select text field setup
Multi-select text field setup for Creatio
Developer toolkit to create a multi-select text field in a section
'Refresh active page' process element
'Refresh active page' process element for Creatio
New process action added to process designer, which allows you to refresh user current active page in UI from a process.
Integration via Creatio API
Visual studio extension for Creatio
Develop complex configurations for Creatio in Visual studio
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Stacked tabs for Creatio
Switch between the standard scrolling tabs or see all tabs stacked at once
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Business processes: parameters
Business processes: parameters
Examples of process parameters use in business processes
Multiple choice field setup for Creatio
Multiple choice field setup for Creatio
Developer toolkit to setup multiple choice field in a section