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            Show the Most Relevant Policy and Claim Details on the Policy Component

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            Show the Most Relevant Policy and Claim Details on the Policy Component

            The Policies component shows policies and claims to help agents plan their day-to-day work, stay on top of their targets, and better serve their clients. You can choose which policy fields to show on the Policy component by customizing the Insurance Policies related list on the account page layout. You can choose which claim fields to show on the Policy component by customizing the Claims related list on the insurance policy page layout.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Choose the policy fields to show on the Policy component.
              1. From Setup, open Object Manager.
              2. In the Quick Find box, enter Person Account, and then select Person Account.
              3. Click Page Layouts, and then select Person Account Layout.
              4. On the palette, select Related Lists.
              5. Under Related Lists, double-click the Insurance Policies related list or click the wrench icon (Wrench icon).
              6. Under Columns, select up to 10 fields to include in the related list, and define the order in which the fields display. Select how to sort the records. The default is by record ID.
              7. Click OK. Your changes aren’t saved until you save the page layout.
              8. Save the page layout.
            2. Choose the claim fields to show on the Policy component.
              1. From Setup, open Object Manager.
              2. In the Quick Find box, enter Insurance Policy, and then select Insurance Policy.
              3. Click Page Layouts, and then select Insurance Policy Layout.
              4. On the palette, select Related Lists.
              5. Under Related Lists, double-click the Claims related list or click the wrench icon (Wrench icon).
              6. Under Columns, select up to 10 fields to include in the related list, and define the order in which the fields display. Select how to sort the records. The default is by record ID.
              7. Click OK. Your changes aren’t saved until you save the page layout.
              8. Save the page layout.
             
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