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Description
Product description
The ‘Automatic creation of tasks on dormant customers’ business process starts every working day at 12.15 AM.
System processes only a part of accounts database on a daily basis, so each manager receives up to four activities per day. A few activities per day allows the manager to plan his schedule efficiently, taking into account current commitments.
The following tags have been added in the Accounts section:
- ‘Update owner’ - an account is automatically tagged with 'Update owner' if the Owner field is not filled in or user of 'Owner' contact has been deactivated.
- ‘Do not connect’ - if no further cooperation with the customer is intended, tag such account with 'Do not connect' manually and it will not be processed by the business process.
- ‘NextDayUpdate’ - the business process uses this tag to distribute activities between managers evenly.
Languages
Pricing
Price
Free
Support
Support is not available for this application.
Support conditions
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Reviews
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.11 and up
Platform
.NET Framework
Type
Template
Compatibility