To make sure that the collections specialists can view and edit case source details and
to verify that the case is correctly linked to the collection plan, add the case source field to
the case information section of the case page layout.
Required Editions
| User Permissions Needed |
| To customize the Case Lightning record page: |
Collections and Recovery Admin permission set
AND
Modify All Data
permission
AND
Customize Application permission
|
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From the object management settings for the Case object, go to Case Page Layouts.
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Open the page layout that you want to edit.
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On the palette, select Fields.
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Drag the case source field from the object palette to the Case Information section.
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Save your changes.
