Føj den relaterede liste Afdelingsenhedskunde til kontosidelayoutet
Tilpas kontosidelayoutet ved at tilføje den relaterede liste Forgreningsenhedskunder for at vise forgreninger, som en konto er relateret til.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil bruge Afdelingsstyring:
Financial Services Cloud-udvidelse ELLER FSC-salg
Klik på Objektmanager i Opsætning, og vælg derefter Konto.
Klik på Sidelayouts, og vælg et sidelayout, der skal redigeres, f.eks. Konto (forretning)Layout.
I objektpaletten skal du vælge Relaterede lister.
Træk den relaterede liste Afdelingsenhed fra objektpaletten til beholderen Relaterede lister.
Gem dine ændringer.
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