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Configuring EspoCRM for B2C (Business-to-Client)

By default EspoCRM is configured for use in B2B business. But you can easily setup it for B2C.

  • Check 'B2C Mode' at Administration > Settings.
  • Remove Account tab from the navigation menu (Administration > User Interface).
  • Remove Account fields from your layouts (Administration > Layout Manager).
  • Disable an access to Account scope for all your roles (Administration > Roles).
  • Remove Account from picklists of all parent fields (Administration > Entity Manager > {Meeting/Call/Task/Email} > Fields > Parent).