Problem management helper for Creatio

Problem management helper for Creatio

Helps you manage problems connected to "Cases" records in Creatio system (https://creatio.com).

What is Problem management helper for Creatio?
Problem management helper for Creatio is a Chrome extension that enhances the management of problems connected to 'Cases' records in the Creatio system. It provides improved search algorithms, highlights status fields, allows for easy addition and deletion of connected problems, and works with both 'Cases' and 'Case' pages.
Merlin
Stats
Users: 72
Rating: 5.00 (2)
Version: 1.5.1 (Last updated: 2023-03-18)
Creation date: 2020-06-17
Risk impact: Low risk impact
Risk likelihood: Low risk likelihood
Manifest version: 2
Permissions:
  • file:///*
Size: 30.41K
Stats date:

Other platforms

Not available on Firefox
Not available on Edge
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Merlin
Summary

It enhances the next interfaces:

  1. In the "Cases" section helps you manage problems connected to the selected case without opening the case page.
  2. In the "Case" page helps you add problems connected with the current case.

In the "Cases" section, once you select a case record, it will:

  • Replace usual contents of the "Problem" column with a list of all problems connected to this case.
  • Display "Subject", "Owner" and "Status" fields for each connected problem.
  • Highlight "Status" field with different colors depending on its status (only for out-of-the box statuses).
  • Allow you to delete any of the connected problems with a single click. It deletes only connection to the selected case, not the entire "Problem" record.
  • Allow you to add connected problems to the selected case using "Add problem" button. This button opens a search dialog with much better search algorithm than stock Creatio lookup. For example, if your query is "performance%indicator%calc", extension will run queries for all order combinations of search terms "performance", "indicator" and "calc" automatically. The first search results will be for "performance%indicator%calc" query using "starts with" comparison type. The following results will be for all combinations of search terms using "contains" comparison type (6 in this example).

In the "Case" page it adds "Quick problem search" button to the "Problems" detail. This button opens the same search dialog as in "Cases" section.

Set it up in 2 simple steps:

  1. Install the extension.
See more
Safety
Risk impact

Problem management helper for Creatio is relatively safe to use as it requires very minimum permissions.

Risk likelihood

Problem management helper for Creatio has earned a fairly good reputation and likely can be trusted.

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Screenshots
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