If your role allows access to these settings, customer information can be configured through customer workspace Data Requirements or a Page View applied to Customers. These are separate settings.
- Open the main menu, expand Administration, and choose Customer Connections.
- Under Workspaces, select the customer in the Unlinked list.
- Review the Data Requirements section in the customer details pane.
Review a customer Page View
- Open Administration → Configure Page Views.
- In Product Details Views, select a view and choose Edit.
- Use Add Fields to review the available fields and their properties, then review Apply Settings To for the Customers scope.
The customer workspace’s Data Requirements section with Add section and Save controls. The Configure Page Views editor separately shows Product Details Views, Edit, Add Fields, and Apply Settings To. Available controls depend on the selected view and account permissions.
