Associate an interaction with a finance case
Associate an interaction record to a finance case, if the interaction is related to an existing finance case.
Before you begin
Role required: sn_fin_ops.specialist
Procedure
Navigate to either of the following:
- All > Finance Operations > Finance Operations Workspace.
- Workspaces > Finance Operations Workspace.
- In the Finance Operations workspace, select the List icon
Image omitted: fin-ops-list-icon.png
\).
\).
From the list page, navigate to either of the following submodules:
- Interactions > All
- Interactions > Active
- Interactions > Assigned to me
- From the Number column, select a link to open an interaction record.
Select the More actions icon
Image omitted: fin-ops-more-icon.png
.
.
Select Associate Record.
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.
Select Save.
Parent Topic:Interaction management in Finance Operations Workspace
Related topics