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在联系中心查看简档详细信息和成员计划信息
如果呼叫者有与计划相关的问题,您可以快速浏览他们的详细信息和保险计划,以便您可以实时回复。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
如果呼叫者有与计划相关的问题,您可以快速浏览他们的详细信息和保险计划,以便您可以实时回复。
适用于:Lightning Experience 适用于:带 Health Cloud 的 Enterprise 和 Unlimited Edition |
简档卡包含基本成员详细信息,例如姓名、年龄和性别。它还列出紧急联系人和他们的电话号码。此外,您可以单击电子邮件地址,直接向该成员发送电子邮件。
成员计划选项卡提供成员保险计划的列表。查看每个成员计划的基本信息,包括开始和结束日期、发行人编号、付款人 ID 等。单击计划名称,以快速导航到成员计划记录。

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