Good day,

We are a financial services company and are in the process of re-designing our CRM. We want to include a function to monitor and manage active facilities with an automatic drawdown option.

i.e. A client is approved for 5 assets at a facility amount of R 5 000 000,00. He does not take all 5 assets at once, and therefore only take 2. This should then automatically update the remaining facility to R 3 000 000,00. 

Are there any suggestions as to how this can be achieved, without having to use a different app or platform?

Sincerely, Charlene