Du kan lagre detaljer om dokumenter som brukes til å identifisere en klient.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Professional, Enterprise og Unlimited Edition
Åpne Related-fanen (Relatert) i klientens profil.
Under Identification Document (Identifikasjonsdokument) klikker du på New (Nytt).
Hvis klienten ikke den riktige, fjerner du klienten og velger en annen klient eller oppretter en.
Skriv inn dokumentdetaljene.
Lagre informasjonen.
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