---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure the Account and Consumer forms for B2B2C

# Configure the Account and Consumer forms for B2B2C {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Enable account consumers to view the Account Consumers related list for the Case and Workspace views.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllCustomer ServiceCustomerAccounts and click an account.
2. Add the Account Consumer\>Account related list to the Account form for the Case and Workspace views.
   1. Select ViewCase from the Additional actions menu ![Additional actions menu.]().
   2. Select ConfigureRelated Lists from the Additional actions menu ![Additional actions menu.]().
   3. Select Account Consumer\>Account in the Available column and move it to the Selected column.
   4. Click Save.
   5. Select ViewWorkspace from the Additional actions menu ![Additional actions menu.]().
   6. Repeat steps 2b--2d.
   {#config-b2b2c-data-model-forms__substeps_ggv_mcs_npb}
3. Navigate to Customer ServiceConsumers and click a consumer.
4. Add the Account Consumer\>Account related list to the Consumer form for the Case and Workspace views.
   1. Select ViewCase from the Additional actions menu ![Additional actions menu.]().
   2. Select ConfigureRelated Lists from the Additional actions menu ![Additional actions menu.]().
   3. Select Account Consumer\>Account in the Available column and move it to the Selected column.
   4. Click Save.
   5. Select ViewWorkspace from the Additional actions menu ![Additional actions menu.]().
   6. Repeat steps 4b--4d.
   {#config-b2b2c-data-model-forms__substeps_e4q_cds_npb}
{#config-b2b2c-data-model-forms__steps_vb4_sfz_pgb}

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