Creare un caso per domande, feedback o altri problemi correlati agli account finanziari. È quindi possibile tenere traccia del caso nella pagina dell'account finanziario o del profilo del cliente.
Versioni (Edition) richieste
Disponibile in: Lightning Experience
Disponibile in: Professional Edition, Enterprise Edition e Unlimited Edition
Dalla pagina del profilo di un cliente, fare clic su Account finanziari.
Accanto al nome di un account finanziario, dal menu a discesa, selezionare Nuovo caso.
Immettere le informazioni sul caso.
Salvare le modifiche.
Il caso viene associato all'account finanziario del cliente.
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