View related items

The Related Items component provides access to related lists associated with engagements, customer plays, and internal plays

The Related Items component uses an expandable accordion format. You can expand the desired lists to see the related items. This component also displays an icon with the number of items in a list.

Related lists include the following actions:

• Create: opens a empty record in a sub tab that the agent can use to create item.
• View all: opens a list of records in a sub tab.
• Show more: is displayed for lists that have more than five items.

Several related lists including success objectives, outcomes, initiatives, customer plays, and documents are displayed on the engagement, customer play, and internal play pages.

Note: The Documents related items is displayed only if you have installed the com.snc.platform_document_management plugin.

Parent Topic:Customer success