您在此处:
在客户记录页面上配置操作按钮
允许用户直接从客户记录页面创建医疗查询,而不是导航到查询页面。在客户记录页面上添加按钮,并使销售代表在创建查询时更容易了解医疗保健专业人员的上下文。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
允许用户直接从客户记录页面创建医疗查询,而不是导航到查询页面。在客户记录页面上添加按钮,并使销售代表在创建查询时更容易了解医疗保健专业人员的上下文。
| 适用于:Lightning Experience |
| 适用于:具有Life Sciences Cloud、Life Sciences Cloud for Customer Engagement加载项许可证和Life Sciences Customer Engagement受管软件包的Enterprise 和 Unlimited Edition。 |
| 所需用户权限 | |
|---|---|
| 配置操作按钮: | 生命科学商业管理员权限集 |
根据您的业务需求,您也可以使用这些步骤将“新建查询”操作按钮添加到“访问记录”页面。

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