back to top

Email Search in Communication Panel

Email search in communication panel for Creatio adds a search box to quickly search for e-mail in the communication panel. The search will assist in locating e-mails based on the selected folder and mailbox.

Use Cases:

  • Locate or search for e-mail in the communication panel
  • Searches within the selected folder (Incoming or Outgoing, etc)
  • Searches within the process/not processed selection

Key Features:

  • Allows for multiple search terms. For example, if you search for “schedule airline” the results will contain e-mails that have both the word “schedule” and “airline”
  • Includes options to search the email subject, sender, or body – in any combination
  • Include an option to locate emails based on all of the provided search terms or any of the provided search terms

Installation:

Simply install the add-on and it is ready for use. No configuration necessary.

Install the Email Search in Communication Panel for Creatio Add-on

Install in Creatio Marketplace

Note, the current version of Email Search in Communication Panel for Creatio in the Marketplace supports only Creatio versions 8.0.6 and higher. This is a new change in order to support Freedom UI. If you need this add-on for older versions of Creatio, you can download the unsupported legacy version (with no Freedom UI support).
Download legacy version

Additional Add-ons for

Filter Highlighting

Filter highlighting for Creatio will make it easier to see when you have filters set in any section list in Creatio.

Printable Attachments

Printable attachments for Creatio adds the ability to easily attach printables to any record in Creatio. Simply select the printable from the menu on the Attachments & Notes tab on any record and the printable will be added to the attachments of the record.

Recently Viewed Records

Recently viewed records for Creatio keeps track of your recently viewed records so that you can quickly return to them without wasting time to search. As you navigate from record to record, the add-on will record your history and group the records by section.

Case Stage Color Coding

Color code case stages in section and detail record lists. If a section has dynamic cases defined, you'll see the colors defined for each case in the list of records, providing a quick visual of the stage a record is in.

Subscribe to our Newsletter

Contact us to discuss your Creatio or Infor CRM SLX project so our team of experts can help make it a success