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            Add Related Cases to Collection Plan

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            Add Related Cases to Collection Plan

            The Related Cases tab on the collection plan details page helps collections specialists to quickly view the cases associated with the collection plan. Add the Cases related list to the collection plan page layout.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To add a related list to an object:

            Collections and Recovery Admin permission set

            AND

            Modify All Data

            AND

            Customize Application
            1. From Setup, click the Object Manager tab.
            2. Select Collection Plan.
            3. Click Page Layouts.
            4. Open the collection plan page layout.
            5. From the collection plan layout menu at the top of the page, select Related Lists.
            6. Drag the Cases related list onto the related lists section on the page where you want to position it.
            7. Save your changes.
             
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