on 10-28-2016 3:45 AM
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 ?
Thanks,
David
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