Looking up Records in Creatio

Looking up records in Creatio sounds like a very easy task, but there many different ways you can do this.  Because you have options I have made a video to help determine the best and fastest ways to look up records.

Take a look.

It only takes a couple of minutes and you will be on your way to the next task in your day.

Enjoy!

Dale Richter

Customer FX

 

ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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