3 posts tagged with "Deals Videos"

"Niamh from the Fenergo product team introduces a feature that enables users to call a custom task provider to automatically populate data within a field. The example in this video demonstrates the concatenation of all related party names with a direct ownership relationship to the product. This feature streamlines the process by removing the need for manual concatenation or page navigation, reducing errors and improving efficiency. For more details, please refer to the user guide.

Arthur from Fenergo introduces the capability for user to link a product as a child of another product from the context of a deal.

Josh from the Fenergo product team introduces a feature that displays collateral in the deal main entity view, enhancing credit decision-making and user experience by consolidating essential information. He demonstrates the configuration, showing how users can customize the view and columns. This feature prevents the need to navigate between tasks, streamlining the process. For more details, refer to the user guide.