Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 9 Next »


Click the logo to return to KB


The Finance Shop Release Notes

     

        

Helpstar 111762

You can define the main types of financial products that the client may be interested in. This is done in the Client Marketing section.


This information can be used in Smart Campaign as part of the entity selection criteria.


It can also be used in the Required Criteria of reports;











  • No labels