Du kan lägga till information om materiella tillgångar, som fastigheter eller samlarobjekt, eller skulder, som inteckningar eller lån.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
På fliken Financials (Retail Banking), Financial Accounts (Wealth Management) eller Related i klient- eller hushållsprofilen, välj New i sektionen Assets and Liabilities.
Välj Asset eller Liability.
Ange informationen och spara posten.
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