Add-ons & Tools

Add-on & Tool Resources from Customer FX for Enhancing, Developing, and Working With Creatio & Infor CRM

  • Type

Case Stage Color Coding

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.

Recently Viewed Records

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.

Filter Highlighting

Filter Highlighting

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

Stacked Tabs

Stacked Tabs

Stacked Tabs for Creatio will provide users with the ability to choose how they want their tabs in Creatio. They can choose between the standard scrolling tabs, or see all tabs stacked at once. This option is a per-user setting and can be easily toggled.

Multi-Select Text Field

Multi-Select Text Field

Multi-select text field setup for Creatio add-on is a developer toolkit that will convert a regular text field into a multi-select field where the user can select items from a lookup to populate the text control.

Printable Attachments

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.

Activity Customization Module

Activity Customization Module

The FX.ActivityModuleJS is a javascript library module that provides simple, configurable customization to the activity and history dialogs & tabs in Infor CRM Web. The library allows for customizations to be easily configured with only minimal code.

Mail Queue Job

Mail Queue Job

The Customer FX Mail Queue Job is a job for Infor CRM that implements an e-mail queue and allows sending e-mails by simply adding records to a MailQueue table.

Conditional SmartParts Module

Conditional SmartParts Module

The Conditional SmartParts Module is a configurable module for Infor CRM that allows you to specify SmartParts to show or hide based on values of an entity property.

ReportUtility Assembly

ReportUtility Assembly

The ReportUtility Assembly (DLL) allows you to easily export an Infor CRM report to a PDF from C# code. You can also save report PDFs as attachments to records in Infor CRM.

Custom Loader Module

Custom Loader Module

The Custom Module Loader is a module for Infor CRM Web that will dynamically load custom Javascript and CSS Stylesheet files without the need to modify any of the master pages to add code to load them.

Sublogix

Sublogix

Sublogix is a development tool that provides a single object model and repository for Infor CRM and allows you to work with objects instead of SQL queries. The purpose of Sublogix is to give you the ability to work with Infor CRM entity objects no matter what environment you’re in and allows you to more quickly create outside or stand alone applications that work with the Infor CRM data.

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