Når en klage sendes, opprettes det en sakspost og de tilknyttede postene for offentlig klage og saksdeltaker. For å spore og overvåke klager legger du til disse postene som relaterte lister i Sak-sideoppsettet.
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.
Velg Sak-objektet.
Klikk på Saksoppsett i Sideoppsett.
Velg Relaterte lister fra Saksoppsett-menyen.
Dra Offentlig klage, saksdeltaker og dokumentkontrolllisteelementer til delen med relaterte lister på siden.
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