Opprett en sak for spørsmål, tilbakemelding og andre problemer relatert til finanskontoer. Deretter kan du spore saken på finanskonto- eller klientprofil-siden.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Klikk på Financial Accounts (Finanskontoer) i profilen til en klient.
Velg New Case (Ny sak) på rullegardinmenyen ved siden av navnet på en finanskonto.
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