Configure the Install Base Items and Sold Products lists

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

    • Enable account consumers to view the Account, Contact, and Consumer fields for the Self-Service view.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Customer Service > Products > Install Base Items.
    2. Select View > Self-Service from the Additional Actions menu additional actions 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.
    6. Navigate to Customer Service > Products > Sold Products.
    7. Repeat steps 2–5.