"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.
Niamh introduces the new feature in the deals task that restricts related party searches and the ability to create new related parties. He demonstrates how this feature is useful for clients who have their entities mastered in another application and want to control how related parties are maintained. He shows how the related party model lets you create a new related party, and how this functionality can be removed through configuration. He also demonstrates the ability to restrict search to the main entity, which is useful for clients with complex relationship structures.