Du er her:
Client Cash Flow by Category Flexcards (Klientbeløpsflyt etter kategori)
Data Cloud for Financial Services Cloud Flexcard.

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Data Cloud for Financial Services Cloud Flexcard.
Tilgjengelig i Lightning Experience Tilgjengelig i Professional, Enterprise og Unlimited Edition |
Viser klientens inntekt og utgifter for siste måned gruppert etter kategori. Dette er FlexCard på øverste nivå, som kan legges til på en Personkonto-postside.
Datakilde: FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
Underordnet FlexCard: FSCDataCloudCashFlowByCategoryPicChart
Samtaler: FSCDataCloud_RetrieveCashFlowByCategoryData Integration Procedure
Viser klientens inntekt og utgifter for siste måned gruppert etter kategori. Dette er FlexCard på øverste nivå, som kan legges til på en Personkonto-postside.
Datakilde: Samme som overordnet.
Overordnet Flexkort: FSCDataCloudCashFlowByCategoryPieChart

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