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Former Member
Oct 28, 2016 at 02:45 AM

C4C for Banking - unable to select financial advisor

111 Views Last edit Sep 04, 2017 at 01:05 PM 2 rev

Hello Friends,

I have activated the banking industry solution in Cloud for Customer and tried to create a new household. The "Financial Advisor" field is mandatory but when trying to select one the list is empty:

Looking at the documentation the Administrator should be able to create a list of financial advisors but there are no instructions in the administration guide. Tried looking at employees / org. units and also in the Administrator work centre but the setting is not there. How can we add financial advisors to that list ?




household.jpg (251.3 kB)
user-guide.jpg (332.1 kB)