Module
PLTech: Business Process Audit
The PLTech: Business Process Audit module is designed for administrators and analysts who need a comprehensive view of business process templates on the portal. The tool allows assessment of connections, complexity, and potential risks without manual XML analysis or navigating through CRM settings, lists, and robots.
Module
CRM Field Map
Before deleting or renaming a custom CRM field, administrators must identify where the field is currently used in standard portal settings, including CRM forms, deal and lead cards, robots, business process templates, and filters. The 'CRM Field Map' module collects these connections in read-only mode and displays the results in both the CRM interface and the module's admin panel.