bpm'online bank customer journey

The [Services] section

The Services section is designed to manage the list of services provided by your company. Here, you can set the parameters of services, assign employees to process related cases, and view the history of services provided.


The section has several views:

  • btn_com_list_view.png – displays services as a list of records. All list columns are described on service page.

  • btn_com_analytics.png – displays charts, numeric indicators, and lists used to analyze services.


Service page

Common data

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

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