The [Contacts] section

Contacts in Creatio are your bank’s customers, legal entities, your bank employees and other business or personal contacts.

Use the Contacts section to manage information about contacts, group them by various parameters, analyze the history of interactions with customers, and view the resulting statistics.

Views

The section has several views:

•  – list of contacts. Displays contacts as a list of records. All list columns are described below in the context of the contact page.

•  – analytics on contacts. Displays charts, indicators and ratings for analyzing contacts.  

Contents

•Contact page

Record profile

The [General information] tab

The [Employment] tab

The [Timeline] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

•Finding and merging contact duplicates

•The actions in the [Contacts] section

•Analytics in the [Contacts] section

•Contact age calculation

•Percentage of profile completion

See also

•The [AccountsLegal entitiesOrganizations] section > Finding and merging duplicates

•Integration with the MS Exchange service

• Integration with Google services

•Integration with social networks

•Contact profile enrichment