The [Financial accounts] section

The Financial accounts section is used to store information about the bank accounts of your customers. Here, you can store any important data about a bank account, such as its number, customer's name, current status of the account, etc.

Views

The section has several views:

•  – displays bank accounts as a list. Information about the list columns and their purpose can be found in the description of the bank account page.

•  – displays charts, numeric indicators and lists used to analyze financial accounts. Read more >>> 

Contents

•Financial account page

Common data

The [General information] tab

The [Attachments and notes] tab

The [Feed] tab

•Dashboards in the [Financial accounts] section

See also

•The [Cards] section