Field module
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Field Module for Creatio

Field Module for Creatio automates the work of field staff.

Product features include:

  • Planning of field staff meetings (“visits”)

  • Building optimal routes between the meeting locations on the map

  • Maintain the visit agenda and guidelines

  • Keep a record of the employee’s activities during the visit

  • Create custom visit agenda and guidelines.

Field staff uses Creatio mobile app in the field to record the meeting time frame and conduct presentations during a visit.

Field Module for Creatio Is fully compatible with all Creatio products. Use it as a framework for custom field apps, such as field banking or field service, for instance.

You need to install the app from the marketplace to access the field functionality. To do so:

1.Open the System Designer, e.g., by clicking btn_system_designer.png.

2.Click [Installed applications]. The app management page opens.

3.Click [Add application] > [Choose from Marketplace].

4.On the marketplace, locate and install the “Field Module for Creatio” app.

If your Creatio application is deployed on-site, make sure that the application is not restricted from accessing the Internet, before you attempt to install “Field Module for Creatio.” To do so:

For more on adding Creatio apps, see the “Installing applications from the marketplace” article.

ATTENTION

To access the field sales functionality, all field staff members must be licensed separately.

Contents

Set up rules and actions of a field meeting

Field visits

Automate the planning of field visits through cyclic tasks

Visit actions

Check-in performance monitoring

Did you find this information useful?

How can we improve it?