Opret en kontoregistrering for en relateret virksomhed, før du føjer den til kortet. Du kan også tilføje relationer, som personen har som relaterede konti og relaterede kontakter.
EditionsHeading
Tilgængelig i: Lightning Experience
Tilgængelig i: Enterprise og Unlimited Edition med Health Cloud
I feltet Related Accounts (Relaterede konti) på fanen Household (Husstand) skal du klikke på + Add Account (+ Tilføj konto).
Vælg den virksomhed, du vil relatere til patienten eller medlemmet. Hvis du ikke kan finde kontonavnet, skal du oprette en konto.
Vælg virksomhedens deltagerrolle i kontoen. Du kan vælge flere roller ved at trykke på Ctrl-tasten, mens du vælger roller.
Rediger ikke personens navn i feltet Kontakt.
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