In this video tutorial, we explain the use of tags in Creatio CRM software. It is a simple guide that shows how to create and assign tags to records and then use the created tags to quickly find your records by keywords.
Use folder area in bpm'onine CRM system to segment accounts by type or industry and to segment documents and invoices by state. Creatio allows you to filter records by the columns of the current record and of the objects connected to it.
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.
