CRM Finance Web - Videos

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:28 PM by Erik Åkerlund

Below we have gathered videos detailing certain steps and processes in the system. New videos will show up here as well as on our YouTube channel.

CRM Finance Web - Portfolio Definitions

Read more: How to : Set defaults and mandatory fields in Deal input

CRM Finance Web - Interest Fixing via Confirm - Start

Read more: How to: Interest Fixing

CRM Report Viewer - Add Calculated Column

Read more: Report Viewer: Calculated Columns

CRM Report Viewer - Add column with IF function

CRM Report Viewer - Add graph to report

CRM Report Viewer - Send confirmation reports via email

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