Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

The [Cards] section

The Cards section is designed to store information about bank cards. On the card page, you can view the type of the card, its payment system, current status, expiration date, linked accounts and other important information.

Views

The section has several views:

  • btn_com_list_view.png – displays cards as a list of records. All list columns are described in the card page. 

  • btn_com_analytics.png – displays charts, indicators and ratings with analytical data. Read more >>> 

Contents

Card page

Common data

The [General information] tab

The [Attachments and notes] tab

The [Feed] tab

Analytics in the [Cards] section

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