Opret en sag fra Financial Accounts (Økonomiske konti)
Opret en sag for spørgsmål, feedback og andre problemer, der har relation til finansielle konti. Du kan spore sagen på den finansielle konto eller klientprofilside.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Professional, Enterprise og Unlimited Edition
Klik på fanen Financial Accounts (Finansielle konti) på klientens profilside.
Klik på New Case (Ny sag) på rullemenuen ud for navnet på en finansiel konto.
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