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When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?
True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.
In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?
A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1. When Loan 12345R-1 books the stage is updated to the 'booked' stage. What happens to the original loan's loan number when the 12345R-1 books?
Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized. Which of the following is necessary for a sync with records coming from the Core?
