Installation

To install the Project Manager package from the Creatio marketplace, follow these steps:

1.Access the Marketplace Go to the Creatio Marketplace in your web browser.

2.Search for Greytrix field Service Manager Use the search bar to find the “Field Service Manager for Creatio” package.

3.Select the Package: Click on the Field service manager package from the search results to access its details page.

4.Check Compatibility Ensure that the package is compatible with your version of Creatio.

5.Download or Install Depending on the options provided, you can either download the package or directly install it into your Creatio environment.

6.Login to Creatio If prompted, log in to your Creatio account to proceed with the installation.

7.Follow Installation Instructions Follow the on-screen instructions to complete the installation process. This may include accepting terms and conditions, select the appropriate environment, and configure necessary settings.

8.Verification After installation, verify that the Field service manager package is installed correctly by checking the list of installed packages in your Creatio system.

9.Configuration and Usage Configure the package as needed and start using its features as per your requirements.