Aktiver flere relationsgrupper (administreret pakke)
Lad rådgivere føje en person til mere end en relationsgruppe.
EditionsHeading
Dette er en funktion i den administrerede Financial Services Cloud-pakke.
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Bemærk Indstillingen Flere relationsgrupper er som standard aktiveret for nye organisationer.
Skriv tilpassede indstillinger i feltet Find hurtigt i Opsætning, og vælg derefter tilpassede indstillinger.
Klik på Administrer ud for Branchapplikationskonfiguration.
Klik på Rediger.
Vælg flere relationsgrupper.
Gem dine ændringer.
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