È possibile aggiungere informazioni sui beni materiali, come beni immobili o oggetti da collezione, o sulle passività, ad esempio mutui o prestiti.
Versioni (Edition) richieste
Disponibile in: Lightning Experience
Disponibile in: Professional Edition, Enterprise Edition e Unlimited Edition
Nella scheda Dati finanziari (Retail Banking), Account finanziari (Gestione patrimoniale) o Correlato del profilo del cliente o della famiglia, fare clic su Nuovo nella sezione Attività e passività.
Selezionare Attività o Passività.
Immettere le informazioni e salvare il record.
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