Dupliker Omniscript for Serviceprocessen Administrer permanente instruktioner
Giv dine brugere en guidet sti til fuldførelse af anmodningsregistreringsprocessen i serviceprocessen Administrer permanente instruktioner. Brug Omniscript, som det er, eller tilpas det, så det opfylder dine forretningsbehov.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition, hvor Financial Services Cloud er aktiveret
Brugertilladelser påkrævet
Hvis du vil aktivere Omniscript for Administrer permanente instruktioner:
Tilpas applikation
Fra Appstarter skal du finde og vælge Omniscripts.
Vent nogle få øjeblikke, før Omniscripts-listevisningen vises.
Vælg FSCWlth/ManageStandingInstructionsML.
Klik på Ny version.
Klik på Aktiver version.
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