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Retail Banking 主控台應用程式
使用 Retail Banking 的標準主控台應用程式,簡化銀行業者和客戶服務代表 (CSR) 的服務互動。

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使用 Retail Banking 的標準主控台應用程式,簡化銀行業者和客戶服務代表 (CSR) 的服務互動。
| 提供版本:Lightning Experience |
| 提供版本:Professional、Enterprise 及 Unlimited Edition |
應用程式的首頁會作為存取更新、帳戶、個案和應用程式,以及工作、事件和生產力機會的中心。使用者可以輕鬆瀏覽個案、商機、機會和財務帳戶等區段,並產生報告和檢視顯示面板。他們也可以使用「時間表」元件存取客戶的設定檔卡片、檢閱互動歷程記錄、接收記錄警示、建立及檢視個案、語音通話、參與互動、傳訊工作階段和服務約會,以及檢視財務帳戶和交易—所有這些都可在各種物件記錄詳細資料頁面上輕鬆存取。
主控台應用程式在首頁上有這些預先設定的元件:

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