SalesUp Data management for Creatio has received new update V 3.8.0

SalesUp Data management for Creatio has received new update V 3.8.0

A bunch of new features for Data Management are already here! 

In the ever-evolving landscape of data management and planning, staying ahead of the curve is essential. We understand the need for flexibility, customization, and enhanced control over your planning processes. That's why we are thrilled to announce the latest release of DM 360, packed with groundbreaking features that will transform the way you manage and visualize your planning data.

Let's dive right in and explore the exciting new capabilities of SalesUp Data management for Creatio:

1. Column-Based Planning

Planning Levels in Column Format

With Data management for Creatio, you can now display your planning levels in a column format, offering greater control over the order of these columns. Imagine delivery conditions or budget items, which are not organized in a hierarchy but rather laid out neatly in the columns of your planning grid. This feature provides a more intuitive way to work with your data, making planning easier and more efficient.

2. Tabular View

Plan Like a Pro with Tabular View

Data management for Creatio introduces the ability to display your planning data in the form of a flat table, similar to popular spreadsheet software like Excel. In this view, there is no hierarchy, and all levels are presented in different columns within the same row. This tabular view enhances your planning experience, making it straightforward and familiar, just like working in a spreadsheet.

3. Dynamic Structure

Customize Your Display Format

Want the best of both worlds? With Data management for Creatio, you can have it. We've integrated the ability to combine the previous features and customize the display format for each of your planning levels. For instance, you can display all derivatives from the counterparty at the first level, and then, in the hierarchy, provide detailed information down to the products. Tailor your planning views to your specific needs.

4. Planning Permissions Configuration

Fine-Tune Your Planning Permissions

Enhance security and control over your planning operations with Data management for Creatio's new interface. You now have the ability to configure permissions separately for each planning. For example, you can restrict the Managers group from adding new entries to the hierarchy grids of all planning, but still allow them to do so for a specific planning. This granular control ensures your data is managed with precision and confidentiality.

5. Custom Actions

Unleash the Power of Customization

Data management for Creatio offers the flexibility to configure individual buttons in the grid, enabling you to set up additional logic or initiate business processes with ease. Imagine a single button that triggers updates, calculations, or record generation. Furthermore, for each generated record, you can launch specific business processes. This feature streamlines your planning operations, saving you time and effort.

6. Safari Support

Seamless Browsing on Safari

We understand that you may prefer to use Safari as your web browser of choice. Data management for Creatio now fully supports Safari, ensuring a smooth and seamless experience for users on macOS and iOS devices. Now you can plan and manage your data on your preferred platform.

In conclusion, the latest release of Data management for Creatio is a game-changer for planning professionals. With column-based planning, tabular views, dynamic structure, planning permissions configuration, custom actions, and Safari support, your planning experience will be elevated to new heights. Stay ahead of the competition and unlock the full potential of your planning processes with Data management for Creatio.

Upgrade to Data management for Creatio today and experience the future of planning. We can't wait to see what you'll achieve with these powerful new features at your fingertips.