Configure the Install Base Items and Sold Products lists

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • Enable account consumers to view the Account, Contact, and Consumer fields for the Self-Service view.

    Vorbereitungen

    Role required: admin

    Prozedur

    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.