Lumary DC settings
Apply settings to manage the Lumary DC user experience.
- Allow SD records to be created before client approval
- Allow the transfer of extracted SD records
- Avoid issues with Salesforce configuration and settings
- Control attempts to start multiple sessions in the mobile experience
- Create a case note template
- Enable service deliveries transfer
- Prevent users from editing extracted SD records
- Restrict mobile users from saving, sharing or printing files
- Set up automated incident ownership and notifications