Page Comparison

1. Choose the script that you are going to change and click [Edit] (Fig. 1)
   Fig. 2

   Choose the script that you are going to change and click [Edit] (Fig. 1)
   Fig. 1. Choosing the script to change

   Image RemovedImage Added

2. You will see the General information: (Fig. 2)
   Fig. 2. General information section

   Image RemovedGeneral information is the information from Creatio that you can see in the contact card (Fig. 3)
   Fig. 3. General information in the contact card
   Image RemovedImage Added

   1. Add some additional information to the general information: Add items to a tab. Drag and drop the [Text] icon to the [General info] field (Fig. 4)
      Fig. 4. Dragging and dropping the [Text] icon to the [General info] field

      Image Added

   2. Click [Label] (Fig. 5)
      Fig. 5. Clicking [Label]

      Image Added

   3. Drag and drop one of the report items into the label field and then click [Save] (Fig. 6)
      Fig. 6.  Dragging and dropping one of the report items into the label field

      Image Added

   4. Click [Text to display] (Fig.

   8

   1. 7)
      Fig.

   8

   1. 7. Clicking [Text to display]

      Image Added

   2. Drag and drop the same report item into the text field as in the previous step. Click Save (Fig.

   9

   1. 8)
      Fig.

   9

   1. 8. Dragging and dropping the report item into the text field

      Image Added

   2. The result will look like this (Fig.

   10

   1. 9)

   :

   1. 
      Fig.

   10

   1. 9. The result of dragging and dropping the report item into the text field

      Image Added

      1. But this basically means that this information will be propagated to the general info if it is available

   .

   1. 1. 
         Click

   [Save]. Click

   1. 1. [X] to delete this information (Fig.

   11

   1. 1. 10)

   :

   1. 1. 
         Fig.

   11

   1. 1. 10. Deleting the information

         Image Added

   2. Click [Add New Property] to add a new report item (Fig.

   12.

   1. 11). The new item you are going to add must already exist in Creatio

   .

   1. 
      Fig.

   12

   1. 11. Adding new report item

      Image Added

   2. Enter a new item and click [Save] (Fig.

   13

   1. 12)

   .

   1. 
      Fig.

   13

   1. 12. Adding new item and saving it

      Image Added

   2. Add a new tab. Click [+] to add a new tab (Fig.

   14

   1. 13)

   .

   1. 
      Fig.

   14

   1. 13. Adding a new tab

      Image Added

   2. To rename the tab, double click it and enter the name (Fig.

   15

   1. 14)
      Fig.

   15

   1. 14. Renaming the tab

      Image Added

   2. Click anywhere on

   the screen to save it (Fig. 16)
   Fig. 16.  Saving the tab

   1. the screen to save it

   2. Click [x] to delete the tab (Fig.

   17

   1. 15)

   .

   1. 
      Fig.

   17

   1. 15. Deleting the tab

      Image Added

3. Change the call script.

   1. Click the [Call script] (Fig. 1816).
      Fig. 1816. Opening the Call script section

      Image Added

      1. You will see the current call script, which consists of several steps (Fig.

      19

      1. 17)

      :

      1. 
         Fig.

      19

      1. 17. The current call script

         Image Added

      2. Click on the step to see it and edit, then click [Cancel] (Fig.

      20

      1. 18)

      :

      1. 
         Fig.

      20

      1. 18. Editing a call script

         Image Added

   2. Add text to the step 

      1. Drag and drop the [Text] control to the block (Fig. 2119)
         Fig. 2119. Dragging and dropping the [Text] control to the block

         Image Added

      2. To enter text, click [Text to display] and enter text in the [Text] field (Fig. 2220).
         Fig. 2220. Entering the text in the [Text] field

         Image Added

      3. Click [Save] (Fig. 2321)
         Fig. 2321. Saving the text in the [Text] field

         Image Added

      4. You can add more text to this field.Click the [+] button to do this (Fig. 2422):
         Fig. 2422. Adding more text to the field

         Image Added

      5. To enter text, click [Text to display] and enter text in the [Text] field, click [Save]. Click the [-] button to delete it (Fig. 2523):
         Fig. 2523. Deleting the text

         Image Added

      6. Drag (Fig. 2624) and drop the box (Fig 2725) to move it to a certain position in this step.
         Fig. 2624. Moving the box to a certain position

         Image Added

         
         Fig. 2725. Dragging and dropping the box to a certain position

         Image Added

      7. Click the [X] button to delete this box (Fig. 2826):
         Fig. 2826. Deleting the box

         Image Added

   3. Add a dropdown to a step 

      1. Drag and drop the [Dropdown] control (Fig. 2927) to the block.
         Fig. 2927. Dragging and dropping the [Dropdown] control to the block

         Image Added

      2. To enter text, click [Text] and enter text in the [Text] field (Fig. 3028)
         Fig. 3028. Entering the text in the [Text] field

         Image Added

      3. Click [Save] (Fig. 3129).
         Fig. 3129. Saving the text in the [Text] field

         Image Added

      4. Click the [DropDown] box (Fig. 3230) and fill out the fields to customize the dropdown.
         Fig. 32. Customizing the dropdown
         Click [Save] (Fig. 33)
         Fig. 3330. Saving the dropdownCustomizing the dropdown

         Image Added

      5. Click [Save]

      6. Drag (Fig. 3431) and drop the box (Fig. 3532) to move it to a certain position in this step.
         Fig. 3431. Moving the box to a certain position

         Image Added

         
         Fig. 3532. Dragging and dropping the box to a certain position

         Image Added

      7. Click the [X] button to delete this box (Fig. 3633):
         Fig. 3633. Deleting the box

         Image Added

   4. Add [Input] to the step 

      1. Drag and drop the [Input] control (Fig. 3734) to the block.
         Fig. 3734. Dragging and dropping the [Input] control to the block

         Image Added

      2. To enter text, click [Text] and enter text in the [Text] field (Fig. 3835).
         Fig. 3835. Entering the text in the [Text] field

         Image Added

      3. Click [Save] (Fig. 3936).
         Fig. 3936. Saving the text in the [Text] field

         Image Added

      4. Click the [Input] box, fill in the fields, and click [Save] to customize the input field (Fig. 4037).

         Fig. 4037. Customizing the [Input] fieldfield

         Image Added

      5. Drag (Fig. 41) and drop the box (Fig. 4238) to move it to a certain position in this step.
         Fig. 41. Moving the box to a certain position
         Fig. 4238. Dragging and dropping the box to a certain position

         Image Added

      6. Click the [X] button to delete this box (Fig. 4339):
         Fig. 4339. Deleting the box

         Image Added

   5. Add [input (large)] to the step 

      1. Drag and drop the [Input (large)] control to the block (Fig. 4440).
         Fig. 4440. Dragging and dropping the [Input (large)] control to the block

         Image Added

      2. Click the [Input (large)] box, fill in the fields and click [Save] to customize this field (Fig. 4541).
         Fig. 4541. Customizing the [Input (large)] field

         Image Added

      3. Drag (Fig. 46) and drop the box (Fig. 4742) to move it to a certain position in this step.
         Fig. 46. Moving the box to a certain positionthis step
         Fig. 4742. Dragging and dropping the box to a certain position

         Image Added

      4. Click the [X] button to delete this box (Fig. 4843):
         Fig. 4843. Deleting the box

         Image Added

   6. Add button to the step 

      1. Drag and drop the [Button] control (Fig. 4944) to the block to add a new button box.
         Fig. 4944. Dragging and dropping the [Button] control to the block

         Image Added

      2. Click the [Button] to customize it (Fig. 5045).
         Fig. 5045. Customizing the [Button]

         Image Added

      3. Enter the button name and select from the dropdown list a step this button leads to (Fig. 5146).
         The button can lead to the next record, and when you click it, a new record of new contact will be opened according to your list, or it can also lead to the other existing steps.

      4. Click [Save].
         Fig. 5146. Entering the name of the button and selecting from the dropdown list a step this button leads to
         

      5. Click [Save] (Fig. 52)
         Fig. 52. Saving the text in the [Button]
         

      6. Drag (Fig. 53) and saving

         Image Added

      7. Drag and drop the box (Fig. 5447) to move it to a certain position in this step.
         Fig. 53. Moving the box to a certain position
         Fig. 5447. Dragging and dropping the box to a certain position

         Image Added

      8. Click the [X] button to delete this box (Fig. 5548):
         Fig. 5548. Deleting the box

         Image Added

      9. Click the [+] (Fig. 5649) to add additional buttons to the existing button box and configure this button as described above.
         Fig. 5649. Adding the additional button to the existing button box

         Image Added

      10. Click the [-] button to delete it (Fig. 5750).
          Fig. 5750. Deleting the additional button from the existing button box

          Image Added

   7. Add a new step 

      1. Click the [Add step] button to add a new step (Fig. 5851).
         Fig. 5851. Adding a new step to the call script

         Image Added

      2. Click on the new step to customize it (Fig. 5952). 
         Fig. 5952. Customizing the step

         Image Added

      3. Enter the step name.

      4. Enable the check-box (Fig. 6053), if you want to complete the activities processing in this step of the script. 
         Fig. 6053. Enabling the check-boxSelect the [Result] and the [CRM Result] of this step from the dropdown list.

         Image Added

      5. Click [Save]. 

      6. Click on the step and then click [Delete step] to delete it (Fig. 6154). 
         Fig. 6154. Deleting a step

         Image Added

4. Click [Submit], this button saves the structure of the call script (Fig. 6255).
   Fig. 6255. Saving the structure of the call script

   Image Added

5. Click [Publish] to use the call script (Fig. 6356).
   Fig. 6356. Publishing the call script

...

1. Image Added