Tilføj de felter, der er påkrævede for klageindhentning.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil oprette og redigere sidelayout:
Tilpas applikation
Gå til Objektmanager i Opsætning.
I feltet Find hurtigt skal du søge efter Offentlig klage og derefter vælge Offentlig klage.
Klik på Offentligt klagelayout i afsnittet Sidelayouts.
Fra menuen Layout for offentlig klage skal du vælge Felter.
Træk produkttype, modtagelsesdato, Er klageren godkendt, kilde type, Eskaleringsårsag, Inkluder i reguleringsrapport, årsagstype, årsagssubtype og kompensationsbeløb til det offentlige klagedetalje.
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