Du kan legge til informasjon om materielle aktiva som eiendommer eller samleobjekter, eller forpliktelser som lån.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Gå til Financials (personkundemarked)-, Financial Accounts (formuebehandling)- eller Related (Relatert)-fanen til klienten eller husholdningsprofilen, og klikk på New (Ny) i delen Assets and Liabilities (Aktiva og forpliktelser).
Velg Asset (Aktivum) eller Liability (Forpliktelse).
Oppgi informasjonen og lagre posten.
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