Configure the Case list for B2B2C

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Enable account consumers to view the Account, Contact, and Consumer fields for the customer self-service view.

    Before you begin

    Role required: admin

    Procedure

    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.