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

Creating records

To create records from the command line, use the Add command. When you enter it, the drop-down list will display commands for creating records in various sections, such as “Add Activity”, “Add Contact”, etc.

The name of the new record can also be specified as part of the command. For example, enter “Add Contact Jones” in order to create a contact whose last name is “Jones”. As a result, a contact page will be opened containing “Jones” in the [Full name] field.

See also

Global search

Navigation in the system

Business process launch

The command line setup

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