Configure Customer Data Models for B2B2C

Configure the Customer Data Models for B2B2C application to enable business customers to support their end consumers by creating cases and tracking the services for products and services consumers use.

Role required: admin

The business-to-business (B2B) model supports customer accounts and the contacts within those accounts. The business-to-consumer (B2C) model supports individual consumers.

With the business-to-business-to-consumer (B2B2C) model, you can support business customers and third-party channel partners who, in turn, support the end consumers. This model can be used to support:

• Employees of a business customer.
• End consumers of a business customer.

1. Activate the Customer Data Models for B2B2C plugin.
2. Configure the Account and Consumer forms.
3. Configure the Install Base Items and Sold Products lists.
4. Configure the Case list.