Add the fields that are required for complaint intake.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To create and edit page layouts: | Customize Application |
- In Setup, go to Object Manager.
- In the Quick Find box, search for Public Complaint, and then select Public Complaint.
- In the Page Layouts section, click Public Complaint Layout.
- From the Public Complaint Layout menu, select Fields.
- Drag Product Type, Received Date, Is Complainant Authorized, Source Type, Escalation Cause, Include In Regulatory Report, Cause Type, Cause Subtype, and Compensation Amount to the public complaint details section.
- Save your changes.