您位於此處:
建立保險共存的記錄類型
為「報價」、「保單」和「索賠」物件建立唯一的記錄類型,以用於「數位保險」工作流程中。使用記錄類型來自訂記錄頁面,並建立數位保險的自訂自動化。
您位於此處:
為「報價」、「保單」和「索賠」物件建立唯一的記錄類型,以用於「數位保險」工作流程中。使用記錄類型來自訂記錄頁面,並建立數位保險的自訂自動化。
| 提供版本:含數位保險和 Insurance CRM 或 Insurance Industries and Insurance Industries Extension 受管理封裝的 Performance、Enterprise、Unlimited 及 Developer Edition。 |
「保險」受管理封裝會為「報價」和「索賠」物件建立這些記錄類型。
| 物件 | 記錄類型 |
|---|---|
| 報價 |
|
| 索賠 | P&C 個人行 |
針對「數位保險」,為「報價」、「索賠」和「保單」物件建立唯一記錄類型。請確保記錄類型與受管理封裝建立的類型,以及您使用受管理封裝或 Insurance CRM 為自訂工作流程建立的任何記錄類型不同。

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