Legge til felt i det felles sideoppsettet for klager
Legg til feltene som kreves for inntak av klager.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition med Financial Services Cloud aktivert
Nødvendige brukertillatelser
For å opprette og redigere sideoppsett:
Tilpasse program
Gå til Objektbehandling i Oppsett.
Søk etter Felles klage i Hurtigsøk-feltet, og velg deretter Felles klage.
Klikk på Felles klageoppsett under Sideoppsett.
Velg Felt fra menyen Felles klageoppsett.
Dra produkttype, mottaksdato, Er klageren godkjent, kildetype, Eskaleringsårsak, Inkluder i regulatorisk rapport, årsakstype, årsakssubtype og kompensasjonsbeløp til delen med detaljer om klage.
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