Configuring EspoCRM for B2C (Business-to-Client)

By default, EspoCRM is configured for use in B2B business. It's possible to set it up solely for B2C.

• Check B2C Mode at Administration > Settings.
• Remove the Account tab from the navigation menu: Administration > User Interface.
• Remove the Account fields from your layouts: Administration > Layout Manager.
• Disable access to the Account scope in Roles if you allowed it before.
• Remove the Account from picklists of all parent fields: Administration > Entity Manager > {Meeting/Call/Task/Email} > Fields > Parent.