Associate an interaction with a finance case

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: sn_fin_ops.specialist

    Prozedur

    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.