Article

3 FREE TOOLS DESIGNED BY CREATIO DEVELOPERS

Hi everyone!

Today I’d like to share with you some tools that were designed by our Creatio developers and are truly worth your attention:

  • Tree view for Creatio - lets you configure a hierarchical representation of data in Creatio by enabling the tree view in any section or detail.

  • Granting new owner access rights to the account data - allows automatic granting of access to the account data (account-related contacts, opportunities, orders and activities) to the new owner after changing the manager in charge.

  • Engaging dormant customers - enables automatic scheduling of tasks for clients who have not had any action in the last 6 months.

Like 4

Like

Share

0 comments
Show all comments