Configure the account consumer related list to add account consumers for B2B2C in Healthcare and Life Sciences Service Management Core

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure the account consumer related list to add account consumers for use with B2B2C.

    Before you begin

    The Customer Data Models for B2B2C plugin must be installed. For more information, seeInstall the Customer Data Models for B2B2C plugin for Healthcare and Life Sciences Service Management Core.

    Role required: admin

    Procedure

    1. Navigate to All > Customer Service > Customer > Accounts.
    2. Select an account.
    3. Right-click within the account form and select Configure > Related Lists.
    4. Move Account Consumer -> Account from the Available panel into the Selected panel.

    Result

    The Consumers related list is added to the accounts form.

    What to do next

    Assign the case viewer role for contacts. For more information, see Assign the case viewer role for contacts in B2B2C in Healthcare and Life Sciences Service Management Core.