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.

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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