Le panneau de présentation affiche les métriques clés en haut d'un enregistrement.
Éditions requises
Autorisations utilisateur requises
Pour gérer les paramètres de visite :
Ensemble d'autorisations Administrateur commercial des sciences de la vie
Dans la Configuration, ouvrez le Gestionnaire d'objet.
Sélectionnez Visite, puis Présentations compactes.
Créez ou modifiez une présentation compacte pour inclure les principaux champs pertinents pour votre activité.
Attribuez la présentation compacte au type d'enregistrement de visite principal.
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