Financial Services Creatio, customer journey edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The [Products] section

The Products section contains information about bank products offered by your bank. Use this section to maintain a detailed description and parameters for each product.

Views

The section has several views:

  • btn_com_list_view.png – displays products as a list of records. Information about the list columns and their purpose can be found in the description of the product page.

  • btn_com_analytics.png – displays charts, numeric indicators, and lists used to analyze documents. Read more >>>

Product categories

The [Add] menu offers a list of product categories and their subordinate types. The menu also contains product bundles. You can set up the structure of the product categories, types, and product bundles in the [Product categories and types] lookup.

Contents

The product page

Common data

The [General information] tab

The [Product bundle] tab

The [Products] tab

The [Attachments and notes] tab

The [Feed] tab

Product catalog

How to specify product details

Actions in the [Products] section

Analytics in the [Products] section

The [Product categories and types] lookup

Did you find this information useful?

How can we improve it?