Skapar ett kundcase för frågor, feedback och andra problem relaterade till finanskonton. Du kan sedan följa kundcaset på sidan för finanskontot eller klientprofilen.
Versioner som krävs
Tillgängliga i: Lightning Experience
Tillgängliga i: Professional, Enterprise och Unlimited Edition
Från en klients profilsida, klicka på Financial Accounts.
Bredvid ett namn på ett finanskonto, i rullmenyn, klicka på New Case.
Ange informationen om kundcaset.
Spara dina ändringar.
Det nya kundcaset är associerat med klientens finanskonto.
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