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            ​​Add the Report First Notice of Loss for Homeowners Action to the Account Page

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            ​​Add the Report First Notice of Loss for Homeowners Action to the Account Page

            Add the Report First Notice of Loss for Homeowners action launcher component to the account page layout to give your users quick access to the Report First Notice of Loss for Homeowners Omniscript.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To add an action to the account page: Customize Application
            1. In Setup, click Object Manager.
            2. In the Quick Find box, enter Account, and then select Account.
            3. Click Lightning Record Pages, and select Account Record Page.
            4. Click Edit.
            5. On the Components tab, add Action Launcher to the record page.
            6. In the properties pane, select the action launcher deployment that you created when you created the Report First Notice of Loss for Homeowners Action.
            7. Save your changes.
             
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