Når der sendes en klage, oprettes der en sagsregistrering og de tilknyttede offentlige klage- og sagsdeltagerregistreringer. Hvis du vil spore og overvåge klager, skal du føje disse registreringer som relaterede lister til sagssidelayoutet.
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.
Vælg objektet Sag.
Klik på Sagslayout i Sidelayouts.
Fra menuen Sagslayout skal du vælge Relaterede lister.
Træk Offentlig klage, Sagsdeltager og Dokumentchecklisteelementer til afsnittet med relaterede lister på siden.
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