The [Accounts] section

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

Views

This section contains several views:

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

   btn_com_analytics.png – analytics on accounts. Displays charts, numeric indicators and lists used to analyze accounts. Read more 

Contents

   Account page

Common data

The [General information] tab

The [Attachments and notes] tab

The [Feed] tab

See also

   The [Cards] section