Creatio

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

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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.

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