Title here
Summary here
Customer Fin Accts
Concept
Customer financial accounts connect CRM customer records to the accounts used for balances, receipts, payments, and other customer-facing financial activity.
Fields
| Field | Meaning |
|---|---|
| Customer | Customer linked to the financial account. |
| Account Number | Unique financial account reference. |
| Account Type | Classification of the customer account. |
| Status | Current state of the account record. |
How To
- Open CRM -> Records -> Customer Fin Accts.
- Use search or filters to find an existing account.
- Open the account to review customer and account details.
- Click New when a new customer financial account is required.
- Complete the required fields and save.
Screenshot: CRM Customer Fin Accts list and detail view