Configure Related Lists for Policies, Events, and Milestones
Before you add the Policy and Events and Milestones components to your Account record
page, add the components as related lists on the relevant page layouts. To make the lists of
insurance policies, claims, events, and milestones available on your custom Account record page,
add the lists to the Related Lists sections of the page layouts for the Account, Person Account
(if enabled), and Contact objects.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From Setup, open Object Manager.
Click Account, and select Page Layouts.
For each page layout that you want to add the Insurance Policies list to, select
Related Lists on the palette. Then drag Insurance
Policies to the Related Lists section.
Save your changes.
Similarly, configure related lists for the relevant page layouts for the following
objects.
Object
Related Lists
Account
Business Milestones
Person Account
Claims,
Insurance Policies, Insurance Policy
Participants,
Person
Life Events
Contact
Person Life Events
Note The Person Life Events related list is available only when
person accounts are enabled in your org.
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