Aktivere flere relasjonsgrupper (administrert pakke)
La rådgivere legge til en person i flere enn én relasjonsgruppe.
Nødvendige utgaver
Dette er en funksjon i den administrerte pakken Financial Services Cloud.
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Merk Innstillingen Flere relasjonsgrupper er aktivert som standard for nye organisasjoner.
Skriv inn tilpassede innstillinger i Hurtigsøk-feltet i Oppsett, og velg deretter Tilpassede innstillinger.
Klikk på Behandle ved siden av Bransjeprogramkonfigurasjon.
Klikk på Rediger.
Velg flere relasjonsgrupper.
Lagre endringene.
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