Financial Services Creatio, lending edition
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Mini pages

You can quickly add and view records using mini pages.

How to add records using the mini page

When you add records in the [Contacts], [Accounts], [Activities], [Leads], [Opportunities] sections, a mini page opens. Fill the page out and save the changes (Fig. 1).

Fig. 1 Adding a new record via mini page

chapter_minicards_add_a_record.png 

How to view the mini page of a record

You can view mini page for contacts, accounts, activities, leads and opportunities. When you hover the mouse cursor over a hyperlink to open these records, a mini card is displayed (Fig. 2).

Fig. 2 Account mini page

chapter_minicards_company.png 

Mini pages contain only those fields that are filled in for the corresponding record. If, for example, the [Address] field is not filled in on the account page, it is not displayed in the mini page of this account.

Which actions are available in mini pages

With mini pages, you can perform the basic actions available on the edit page of the corresponding records.

To make a call, click the chapter_minicards_call.png button and select the required number (Fig. 3).

Fig. 3 Making a call

chapter_minicards_makeacall.png 

Note

If the phone integration settings are not set, the chapter_minicards_call00001.png button will display phone number.  Call management is covered in a separate article.

To send an email, click the chapter_minicards_letter.png and select an email address.

Note

Working with emails is covered in a separate article.

To open records that are displayed in the mini page, click the corresponding hyperlink (Fig. 4).

Fig. 4 Opening the contact edit page

chapter_minicards_gotocontact.png 

To open the edit page of a record from its mini page, click the chapter_minicards_expand.png button in the upper right part of the mini page.

Note

The information and available actions are different for the contact, account and activity mini pages.

In addition to the ability to call or send emails, you can also create tasks and contacts from the mini pages in the [Accounts] section, as well as view the location of an account on the map.

You can use mini pages in the [Contacts] section to make calls, send emails and check contact's current local time.

To create a task or a contact, click the chapter_minicards_add.png and select the required action. To view the location of the account on the map, click the chapter_minicards_location.png button.

Additional options available in the activity mini page

In addition to making calls and sending emails directly from an activity mini page, you can also:

  • Schedule employee and customer activities in different timezones, taking into account the time difference. More information about working with contacts in different time zones is available in a separate article.

  • Edit planned date and time.

  • Change activity status. If an activity status is “Not started” or “In progress”, you can complete or cancel it as well as specify its result using the mini page.

  • Add connected records to an activity mini page.

The information available in an activity mini page depends on which fields are filled in on the activity record page (Fig. 5). If, for example, the [Contract] field is not filled in on the account page, it is not displayed in the mini page of this account.

Fig. 5 The activity mini page

chapter_minicards_activity.png 

How to add connected records to an activity mini page

Using mini pages, you can connect an activity to a different system record. To connect an activity to a contract:

1.Enable editing by clicking the chapter_minicards_edit.png button at the top right corner of the mini page.

2.Click the chapter_minicards_add_connections.png button in the [Connected to] block to add the [Contract] field to the mini page and select a contract from the list.

Note

The list of contracts displayed when you hover the mouse cursor over the [Contract] field, is filtered by the [Account] field.

How to add activity participants

1.Click the chapter_minicards_expand00002.png button to open the record page.

2.Go to the [Participants] tab and click the btn_chapter_mobile_wizard_new_role.png button, then select a contact (Fig. 6).

Fig. 6 Adding activity participants

chapter_minicards_addparticipants.png 

You can exit the edit mode by clicking the btn_basis_filters_close_search_panel.png button or pressing the “Esс” key.

See also

How to configure mini pages for using in a section

Example of creating mini pages

 

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