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          Configure Related Lists for Policies, Events, and Milestones

          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
          1. From Setup, open Object Manager.
          2. Click Account, and select Page Layouts.
          3. 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.
          4. Save your changes.
          5. 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
            Note The Person Life Events related list is available only when person accounts are enabled in your org.
           
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