All information about customer companies, partners, competitor banks, subsidiaries and branches of your bank, as well as insurance companies, that you interact with are stored in the [Accounts] section, up-to-date and easily accessible at any time.
Use the [Legal entities] section of Creatio to keep record of legal entity information, track connections between companies, group companies by various criteria and analyze the relevant statistics. For example, data on the number of employees can be used to estimate the size of the company.
Views
The section has several views:
-
— list of legal entities. displays legal entities as a list of records. The list columns are covered in the description of the legal entity page below. -
– legal entity analytics displays charts, indicators and ratings that can be used to analyze legal entities.Read more >>>
Contents
The [Contacts and structure] tab
The [Attachments and notes] tab
•Finding and merging duplicates
•The [Legal entities] section actions
•How to merge several companies into one holding/company group
•How to view the history of a holding/company group activities
See also
