U kunt informatie toevoegen over tastbare activa, zoals onroerend goed of verzamelobjecten, of passiva, zoals hypotheken of leningen.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Professional, Enterprise en Unlimited Edition
Klik op het tabblad Financiële zaken (Retail Banking), Financiële rekeningen (Wealth Management) of Gerelateerd van het profiel van de klant of het huishouden op Nieuw in de sectie Activa en passiva.
Selecteer Activum of Passivum.
Voer de vereiste informatie in en sla de record op.
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