Cree un caso para preguntas, comentarios y otros temas relacionados con las cuentas financieras. Después, puede realizar un seguimiento del caso en la página de perfil de cliente o de cuenta financiera.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Professional Edition, Enterprise Edition y Unlimited Edition
Desde un perfil del cliente, haga clic en Cuentas financieras.
Junto al nombre de la cuenta financiera, en el menú desplegable, seleccione Nuevo caso.
Introduzca la información acerca del caso.
Guarde sus cambios.
El caso se asociará a la cuenta financiera del cliente.
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
Always Active
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
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
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.
