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.