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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