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保険共存のリストビューの作成
見積、保険契約、請求のカスタムリストビューを作成し、デジタル保険、保険管理パッケージ、保険 CRM ワークフローのどれを使用して作成されたかに基づいてレコードを分離します。カスタムリストビューがない場合、元のソリューションに関係なくすべてのレコードが表示され、レコードに対して無効なアクションを実行しようとする可能性があります。
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