Process of Managing Financial Contacts

This topic details sample tasks often performed by users when they are managing contacts. Your company might follow a different process depending on its business requirements.

To manage financial contacts, perform the following tasks:

1. Adding Contacts

2. Viewing Contact Summary Information

3. Viewing a Financial Services Application

4. Suspending a Financial Account

5. Resuming a Financial Account

6. Modifying a Financial Account

7. Deactivating a Financial Account