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True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.
True or False: You don't need a field set in order to Build the Layout for a Screen Section.
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
True or False? A Loan that is processed through nCino will typically go through multiple approval processes.
True or False: The packaged Setup of nCino UI will have Risk Rating already configured.
A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1. When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?
True or False? Appending 'tool-' or 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.
True or False: A Loan that is processed through nCino will typically go through multiple approval processes.
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
True of False? Risk rating can include both qualitative and quantitative values.
When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
When configuring the form template, which of the following items are nCino's recommended best practices?
TESTED 26 Apr 2024