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.

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

Use the history to view and analyze the cooperation process with the holding company and all of its affiliates. This will enable you to view  are in progress for both the holding and each subordinate legal entity.

To view the history:

1.On the parent legal entity page, go to the [History] tab.

2.Expand the [Activities] detail and click the btn_company_structure00007.png button.

Note

The btn_company_structure00008.png button is displayed on the [History] tab details and only for parent legal entities, if subordinate companies have connected records.

As a result, the detail will show the activities of the subordinate companies of the legal entity (Fig. 1).

Fig. 1 Viewing the activity history of the subordinate companies

scr_account_history_of_work_activities.png 

You can use the following details to view the opportunities history of the subordinate companies: [Activities] on the [History] tab, and on the [Contacts of legal entity] of the [Contacts and structure] tab.

The history is only displayed for the first and second nesting levels. This means that if the subordinate company has its own subordinates, the records connected to these subordinates will not be displayed for the selected legal entity.

See also

How to merge several companies into one holding/company group

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