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

 The [Legal entities] section

All information about customer companies, partners, competitor banks, subsidiaries and branches of your bank, as well as insurance companies, that you interact with are stored in the [Accounts] section, up-to-date and easily accessible at any time.

Use the [Legal entities] section of Creatio to keep record of legal entity information, track connections between companies, group companies by various criteria and analyze the relevant statistics. For example, data on the number of employees can be used to estimate the size of the company.

Views

The section has several views:

  • btn_com_list_view.png — list of legal entities. displays legal entities  as a list of records. The list columns are covered in the description of the legal entity page below.

  • btn_com_analytics.png – legal entity analytics displays charts, indicators and ratings that can be used to analyze legal entities.Read more >>>

Contents

Legal entity page

Record profile

The [General information] tab

The [Contacts and structure] tab

The [Timeline] tab

The [Connected to] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

Finding and merging duplicates

The [Legal entities] section actions

How to merge several companies into one holding/company group

How to view the history of a holding/company group activities

See also

Percentage of profile completion

Record pages

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