Configure the Case list for B2B2C

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Enable account consumers to view the Account, Contact, and Consumer fields for the customer self-service view.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to Customer Service > Cases > All.
    2. Select View > Customer Self Service from the Additional Actions menu additional action menu.
    3. Select the gear icon (Gear icon.).
    4. Select the Account, Contact, and Consumer fields in the Available column and move them to the Selected column.
    5. Select OK.