Use hierarchical list view for sold products
Customer service agents can view sold product line items as a hierarchical list, which helps to view the parent and child relationship between sold product entities.
Before you begin
Role required: sn_customerservice_agent, svc_location_agent, order_agent
About this task
The hierarchical list view needs to be manually enabled via the UI builder for customers using the Yokohama, Zurich, and australia instances. To learn how to enable the hierarchical view, see Enable custom tabs on CSM workspace record page.
Procedure
- Navigate to the CSM Configurable Workspace and select the List icon
.
Navigate to Customer > Accounts.
Select the account that you're working on to open the list view.
Select the Sold Products tab to view the sold products as a hierarchical list.
Toggle the hierarchy filter on the sold products list view to see all the sold products as a flat list, that is in a non-hierarchical structure.
Use the controls to manage the sold products.
To learn more about the controls, see Use hierarchical list view for quote line items.