Utilice la aplicaciĆ³n de consola estĆ”ndar para Retail Banking para simplificar las interacciones de servicio para banqueros y representantes de servicio al cliente (CSR).
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Professional, Enterprise y Unlimited
La aplicaciĆ³n de consola tiene estos componentes preconfigurados en la pĆ”gina Inicio:
Asistente
Elementos recientes: Enumera los registros a los que se accediĆ³ mĆ”s recientemente desde los objetos Cuenta, Cuenta financiera y Caso
Registros recientes
Eventos
Tareas
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