Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
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
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application