Configure the Account and Consumer forms for B2B2C

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 All > Customer Service > Customer > Accounts and select an account.

2. Add the Account Consumer>Account related list to the Account form for the Case and Workspace views.

   1. Select View > Case from the Additional actions menu

2.  Select **Configure** > **Related Lists** from the Additional actions menu

3.  Select **Account Consumer>Account** in the **Available** column and move it to the **Selected** column.

4.  Select **Save**.

5.  Select **View** > **Workspace** from the Additional actions menu

6.  Repeat steps 2b–2d.

1. Navigate to Customer Service > Consumers and select a consumer.

2. Add the Account Consumer>Account related list to the Consumer form for the Case and Workspace views.

   1. Select View > Case from the Additional actions menu

2.  Select **Configure** > **Related Lists** from the Additional actions menu

3.  Select **Account Consumer>Account** in the Available column and move it to the Selected column.

4.  Select **Save**.

5.  Select **View** > **Workspace** from the Additional actions menu

6.  Repeat steps 4b–4d.