Relationship Team View image

Relationship Team View

By Prometheus Financial Solutions LLC

This DNAapp displays user field values for the Tax Reported for Owner of the Account, limited to the user fields listed in the User Field section. This new screen can be accessed from the relationship profile screen.

Add to Cart

0

Meta information

Platform

DNA

Category

Analytics

Overview

This DNAapp displays user field values for the Tax Reported for Owner of the Account, limited to the user fields listed in the User Field section. This new screen can be accessed from the relationship profile screen.

Benefits

To get key Relationship Values stored in Person User Fields for a customer from the Relationship Profile screen without going to the Person Maintenance Screen.

App Information

Version
1.0.0.4 - Published January 2014
Developer Website

Specs

DNAapp Type: Menu Item

Developed with DNAcreator™

DNAX File Name: RelationshipTeamApp.dnax 

Requirements

  • OSI.Extension.Common dll” must be present in ExtensionPath location. This dll is delivered to ExtensionPath location during installation of Core Extension Handler website.
  • “DynamicInquiryRuntimeEnabler.dnax” is available inside the v1.3.2 installer package and should be installed by the client interested in using Dynamic Inquiry apps.