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Opret entydige registreringstyper for objekterne Tilbud, Forsikringspolice og Fordring, der skal bruges i Digitale forsikringsarbejdsflows. Brug registreringstyperne til at tilpasse registreringssider og opbygge tilpassede automatiseringer for Digitale forsikringer.
| Tilgængelig i: Performance, Enterprise, Unlimited og Developer Edition med den administrerede pakke Digital Insurance og Insurance CRM eller Insurance Industries and Insurance Industries Extension. |
Den administrerede pakke Forsikring opretter disse registreringstyper for objekterne Tilbud og Fordring.
| Objekt | Registreringstyper |
|---|---|
| Tilbud |
|
| Skade | Personlige P&C-linjer |
For Digitale forsikringer skal du oprette entydige registreringstyper for objekterne Tilbud, Fordring og Forsikringspolice. Sørg for, at registreringstyperne er forskellige fra dem, som den administrerede pakke opretter, og eventuelle registreringstyper, som du har oprettet til tilpassede arbejdsflows med den administrerede pakke eller Forsikring CRM.
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