Configure the Install Base Items and Sold Products lists

  • Release version: Zurich
  • Updated July 31, 2025
  • 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. Click 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. Click OK.
    6. Navigate to Customer Service > Products > Sold Products.
    7. Repeat steps 2–5.