Use lists in Creatio CRM software to set up columns, add connecting or aggregated columns, set up a summary string and sort records. Display data in a tile, list or vertical view.
Use filters to filter data by the most frequently used conditions. Use the standard filter to search for records by the values specified in one or more columns. Use the advanced filter if you need to apply a more complex filter that contains several search parameters and conditions.
This video tutorial contains step-by-step instructions on how to process cases in Creatio CRM. Learn case processing workflow and stages, discover powerful and easy-to-use case management tools that Creatio has to offer.