Recently Viewed Records Add-on in the Creatio (formerly bpm’online) Marketplace from Customer FX

Having worked for so many years with Infor CRM, one feature I missed in bpm’online was the recently viewed records menu. It displayed the history of records you accessed so you could quickly navigate between records you might be working with at that moment. So, I decided it would make a perfect add-on for bpm’online. I’ve released Recently viewed records for bpm’online in the marketplace, another free add-on from Customer FX.

This add-on adds a quick access menu on the right side of bpm’online (under your profile icon) that collects the records you visit. You can use that menu to view the recently viewed records and click an item to return to that record. It keeps everything grouped by the section it is in and will push sections with the most recently viewed item to the top. Also, unlike the feature in Infor CRM that inspired this add-on, this list is persisted between logins. Honestly, this is one of those add-ons I feel should just be a part of the out of the box product, but at least you can now get it for free in the marketplace. Enjoy.

   View Recently Viewed Records in the bpm’online marketplace

ABOUT THE AUTHOR

Ryan Farley

Ryan Farley is the Director of Development for Customer FX and creator of slxdeveloper.com. He's been blogging regularly about SalesLogix, now Infor CRM, since 2001 and believes in sharing with the community. His new passion for CRM is Creatio, formerly bpm'online. He loves C#, Javascript, web development, open source, and Linux. He also loves his hobby as an amateur filmmaker.

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