Ange information om en klients inblandning i ett finanskonto, som till exempel en samägare, en mottagare eller förvaltare.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
På fliken Financials (Retail Banking) eller Financial Accounts (Wealth Management) i klientprofilen, välj New i sektionen Financial Account Roles.
Välj det finanskonto och den roll som beskriver klientens inblandning.
Ange den relevanta informationen och spara posten.
Anteckning På fliken Related i klientprofilen kan du se alla de finanskontoroller som klienten har. Listan Related inkluderar rollerna Primary Owner och Joint Owner skapas och uppdateras automatiskt när du anger att klienten är huvudägare eller samägare av en finanskontopost.
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