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将出席者添加到小组访问
配置出席者功能,以便现场代表可以通过在一次访问中添加多个医疗保健专业人员来记录小组互动。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
配置出席者功能,以便现场代表可以通过在一次访问中添加多个医疗保健专业人员来记录小组互动。
| 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 | |
|---|---|
| 修改访问页面布局和 Lightning 记录页面: | 自定义应用程序 |
当用户添加出席者时,Salesforce 会创建链接到父级走访的子级走访记录。出席者侧栏会根据共享地址和客户关联提供建议。在“相同地址”下,侧栏最多显示 5 个地址与出诊位置相同的医疗保健组织或医疗保健专业客户。侧栏还显示最多 5 个与“附属”下的主要客户关联的客户。
当用户搜索出席者时,此地址客户和附属客户筛选器默认可用。“此地址的客户”筛选器显示与访问位置具有相同地址的所有客户。附属客户筛选器显示与主要客户关联的所有客户。

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