In order for your end users to view Relationship data, Admins must add a Relationships section to the Customer 360 view.
- Navigate to Administration > C360 Layouts, and click edit on the relevant layout.
- Drag the Relationships section from the left column over to the right.
- Click the edit icon (pencil) on the Relationships section.
- Click the checkbox to ‘Show in Customer360’.
- Click Save.
To view the Relationships section, navigate to the C360 for a specific customer, and click the Relationships section. You can customize the name of the Relationships section in the C360 Layouts, as depicted in the screenshot below where it's called "Products & Services." Also, you will only see the card view below after relationship entities are created.
