This documentation is valid for Creatio version 7.17(7.18).

We recommend using the newest version of Creatio documentation.

 

 
 

Sites

  • Creatio
  • Community
  • Marketplace
  • Knowledge Hub
  • Log in
    • Log in

Main navigation

  • Guides
  • E-learning
  • Training
  • Certification

Sites

  • Creatio
  • Community
  • Marketplace
  • Knowledge Hub
 
 
  1. Documentation
  2. User documentation
  3. Platform basics
  4. Business data
  1. Documentation
  2. User documentation
  3. Platform basics
  4. Business data

Business data

Filters
Folders
Tags
Excel import
Excel export
Duplicates
Share records
Delete records
Documentation
User documentation
  • No-code platform 
  • Platform basics 
    • Classic UI 
    • Business data 
      • Filters
      • Folders
      • Tags
      • Excel import
      • Excel export
      • Duplicates
      • Share records
      • Delete records
    • Communications 
    • Mobile app 
    • Running business processes 
  • CRM tools 
  • Customization tools 
  • BPM tools 
  • Marketing tools 
  • Sales tools 
  • Service tools 
  • Administration 
  • On-site deployment 
  • More apps 
  • Finance and banking 
  •  
  •  
  •  
  •  
  •  
Connect with us
USA: +1 617 765 7997
UK: +44 20 3384 0040
Australia: +61 261 452 888
info@creatio.com
support@creatio.com

© 2025 Creatio. All rights reserved.  |  Privacy Policy