Connections is used to join what 2 type of records.
The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.
The nCino solution is compatible with Salesforce Lightning user experience.
True or False: The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?
Which Selection is NOT a Modification Frequency Value that can be set per index?
What Icon represents a Loan record in nCino?
True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.
The 'Decline Loan' button is at the top of the ______ page.
