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

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

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

    Role required: admin

    Procedimento

    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.

    Resultado

    The Consumers related list is added to the accounts form.

    O que Fazer Depois

    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.