Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
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
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
Telephone number validator for Creatio
Telephone number validator for Creatio
Checks the correctness of phone number input on a contact page
Lead and Opportunity TAT dashboard
Lead and Opportunity TAT dashboard for Creatio
Dashboard to monitor Lead and Opportunity TAT
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Banza no-code reports for Creatio
Customizing and generating printables and reports in pdf format
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Banza change log for Creatio
Setup and tracking data changes
