Maak een case voor vragen, feedback en andere punten in verband met financiƫle rekeningen. U kunt de case vervolgens bijhouden op de profielpagina van de financiƫle rekening of klant.
Vereiste editions
Beschikbaar in: Lightning Experience
Beschikbaar in: Professional, Enterprise en Unlimited Edition
Klik op Financiƫle rekeningen vanuit het profiel van een klant.
Selecteer Nieuwe case in het vervolgkeuzemenu naast de naam van een financiƫle rekening.
Geef de gegevens over de case op.
Sla uw wijzigingen op.
De case wordt gekoppeld aan de financiƫle rekening van de klant.
Laat ons weten wat we kunnen doen om te verbeteren!
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