您位於此處:
工作人員主題:支票簿付款取消
協助服務代表在處理檢查之前,從其財務帳戶捕捉用戶端要求停止檢查付款或一系列檢查付款。「支票簿付款取消」主題會提取與客戶相關聯的所有財務帳戶、收集待停止的支票付款詳細資料,並建立停止支票付款的個案。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
協助服務代表在處理檢查之前,從其財務帳戶捕捉用戶端要求停止檢查付款或一系列檢查付款。「支票簿付款取消」主題會提取與客戶相關聯的所有財務帳戶、收集待停止的支票付款詳細資料,並建立停止支票付款的個案。
| 提供版本:Lightning Experience |
| 提供版本:具備 Agentforce for Financial Services 附加元件授權或包含在 Agentforce 1 Financial Services Edition 中的 Professional、Enterprise 及 Unlimited Edition。需要每個使用者擁有 Agentforce for Financial Services 附加元件才能存取動作。 |
| 需要的使用者權限 | |
|---|---|
| 若要設定並使用支票簿付款取消工作人員主題: | Financial Services Cloud 擴充功能或 FSC 服務 和 存取銀行服務協助 |
| 若要使用 Agentforce 員工工作人員: | 管理 AI 工作人員和管理 Agentforce 員工工作人員 |

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.