Configure the Account and Consumer forms for B2B2C

Enable account consumers to view the Account Consumers related list for the Case and Workspace views.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Customer Service > Customer > Accounts and select an account.
2. Add the Account Consumer>Account related list to the Account form for the Case and Workspace views.
   1. Select View > Case from the Additional actions menu .
   2. Select Configure > Related Lists from the Additional actions menu .
   3. Select Account Consumer>Account in the Available column and move it to the Selected column.
   4. Select Save.
   5. Select View > Workspace from the Additional actions menu .
   6. Repeat steps 2b–2d.
3. Navigate to Customer Service > Consumers and select a consumer.
4. Add the Account Consumer>Account related list to the Consumer form for the Case and Workspace views.
   1. Select View > Case from the Additional actions menu .
   2. Select Configure > Related Lists from the Additional actions menu .
   3. Select Account Consumer>Account in the Available column and move it to the Selected column.
   4. Select Save.
   5. Select View > Workspace from the Additional actions menu .
   6. Repeat steps 4b–4d.