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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Oracle CRM On Demand Financial Services Edition > Record Types for Oracle CRM On Demand Financial Services Edition > Financial Transaction Record TypeThe financial transaction record type allows bankers and financial advisors to view and track summary information about transactions. Table 12 shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.
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Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 32 | Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |