Создайте обращение для вопросов, отзывов и других проблем, связанных с финансовыми организациями. Потом можно отслеживать обращение на странице финансового счета или профиля клиента.
Требуемые версии
Доступно в версиях: Lightning Experience
Доступно в версиях: Professional Edition, Enterprise Edition и Unlimited Edition
В профиле клиента нажмите «Финансовые организации».
Рядом с именем финансового счета в раскрывающемся меню выберите «Создать обращение».
Введите сведения об обращении.
Сохраните изменения.
Обращение связано с финансовой организацией клиента.
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.
