Låt rådgivare lägga till en person i mer än en relationsgrupp.
Versioner som krävs
Detta är en funktion i det hanterade paketet Financial Services Cloud.
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
Anteckning Inställningen Flera relationsgrupper är aktiverad som standard för nya organisationer.
I Inställningar, i rutan Snabbsökning, skriv Egna inställningar och välj sedan Egna inställningar.
Bredvid Branschprogramkonfiguration, klicka på Hantera.
Klicka på Redigera.
Välj Flera relationsgrupper.
Spara dina ändringar.
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