The Related Cases tab on the collection plan details page helps collections specialists
to quickly view the cases associated with the collection plan. Add the Cases related list to the
collection plan page layout.
Required Editions
| User Permissions Needed |
| To add a related list to an object: |
Collections and Recovery Admin permission set
AND
Modify All Data
AND
Customize Application
|
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From Setup, click the Object Manager tab.
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Select Collection Plan.
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Click Page Layouts.
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Open the collection plan page layout.
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From the collection plan layout menu at the top of the page, select Related
Lists.
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Drag the Cases related list onto the related lists section on the page where you want to
position it.
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Save your changes.
