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            Configure Additional Components in the Finance Console for Automotive

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            Configure Additional Components in the Finance Console for Automotive

            Improve the experience of service representatives and finance managers by customizing the page layouts in the Finance Console for Automotive app. The Account and Financial Account pages in the console come with default tabs and components that display important information about the financial activities of your customer. But you can add other components to allow greater visibility to your users.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.

            To learn about the default components on the Account and Financial Account pages in the console, see Customer and Financial Account Consoles in Automotive Cloud.

            Components You Can Add to the Console

            • Related Lists: Add related lists such as Visits, Service Appointments, Contacts, Party Relationship Groups, and Asset Account Participants to the Account page in the console. Similarly, you can add related lists such as Cases and Party Financial Asset Additional Owners to the Financial Account page in the console.
            • Actionable Relationship Center (ARC) Graph: Create an ARC graph using the Customer Financial Relationships template and add it to the Account page of the console. Similarly, create an ARC graph using the Financial Account Relationships template and add it to the Financial Account page of the console.
            • Interest Tags: Add the Interest Tags component to the Account or the Financial Account page to help finance managers quickly identify a customer’s preferences, frequent payment patterns, and other behavioral aspects based on the associated tags.
            • Additional Fields Using Dynamic Forms: Selected fields are added to the details tab of a financial account record. Use dynamic forms to add more fields to the page and group them by sections.
            • Knowledge: Add the Knowledge component to the Account page in the console to help service agents quickly search for articles written about frequently faced issues, and create their own articles to add to the repository.
            • Criteria-Based Search and Filter: Create a search configuration to help agents quickly search for vehicle titles based on criteria such as the vehicle identification number, title status, and lien status. Add the Criteria-Based Search and Filter component to the Financial Account page.
             
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