Financial Cloud invites you to their event

System Tables and configuring the Agent App UI

April 19, 2023 13:00 (BST)
About 1 hour

About this event

We will be spending some time within the Admin Application within Financial Cloud investigating the following areas as well as showing the outcome of our configuration within Agent.

Database System Tables and Fields

  1. Prefix definitions
  2. Tagging
  3. Storage Plans
  4. Control Types
  5. Validation

Agent Configuration

  1. Widgets
  2. Scripts
  3. Forms
  4. Tables
  5. Pages

Callflow configuration

  1. Categories
  2. Reasons

How these settings affect the Agent Application

  1. Form Inputs
  2. Table Inputs
  3. Widgets View
  4. Callflow process

Hosted by

  • Team member
    CM T
    Craig Macdonald

Financial Cloud

Financial Cloud offers a unified Financial CRM solution for various financial services, empowering organizations to build their own solutions and enhance customer experiences.

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