The financial account page contains a set of fields used for displaying general data and page tabs.
General information about the financial account.
| Number | Unique financial account number. |
| Contract | Contract for which the financial account was opened. |
| Client | Contact for which the financial account is recognized. |
| Product | Name of the banking product that is connected to the financial account. The field is non-editable and is populated automatically with the product specified in the contract. |
The tab contains the basic attributes of the account.
| Type | Account type, for example, “Deposit”, “Card”, “Credit”. |
| Currency | Currency of the account. |
| Balance | Actual financial account balance. |
| Branch | Name of the branch or office in which a financial account is opened. Fields lookups contain the lists of legal entities of “Our bank” type. |
| Office |
Status
The detail contains information about the current status of the financial account.
| Opened on | Dates on which the current financial account was opened and activated. |
| Activated on | |
| Status | Status of the current financial account, for example, “Active”, “Blocked”, “Closed”. |
Cards
A list of cards that are registered under the current financial account, which displays information from the [Cards] section. To connect a card to an account, populate the [Accounts] detail of the card page.
The [Attachments and notes] tab
Detailed information about the financial account including attachments and links to web resources. Read more >>>
Attachments
Use this detail to store files and links.
Notes
The detail is used to store additional text information. You can edit and organize notes on the detail. If you switch to another tab of the financial account page, the information on the [Notes] detail will be saved.
Feed messages related to the current financial account.
