Associate an interaction with a finance case

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Associate an interaction record to a finance case, if the interaction is related to an existing finance case.

    始める前に

    Role required: sn_fin_ops.specialist

    手順

    1. Navigate to either of the following:
      • All > Finance Operations > Finance Operations Workspace.
      • Workspaces > Finance Operations Workspace.
    2. In the Finance Operations workspace, select the List icon (List icon).
    3. From the list page, navigate to either of the following submodules:
      • Interactions > All
      • Interactions > Active
      • Interactions > Assigned to me
    4. From the Number column, select a link to open an interaction record.
    5. Select the More actions icon (More actions icon).
    6. Select Associate Record.
    7. On the Create New Interaction Related Record form, fill in the fields.
      For more information on the form fields and descriptions, see Create new interaction related record form.
    8. Select Save.