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    • Customer Service Management
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    Home Paris Customer Service Management Customer Service Management Customer Service Management Configuring Customer Service Management Configure Customer Central

    Configure Customer Central

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    Configure Customer Central

    Provide customer service agents with all the information about a customer in one central place by configuring the Customer Information and Customer Activity views for Customer Central.

    Before you begin

    Role required: admin

    About this task

    Customer Central provides customer service agents with all the information about the customer in one central place. It enables them to quickly zoom in on the customer issue and provide efficient and empathetic service to their customers.

    Customer Central consists of two views, Customer Information and Customer Activity, that are displayed on the interaction record. Both views are highly configurable and can be adapted to suit the needs of your business.

    For more details, see Customer Central.

    Procedure

    1. Navigate to Customer Service > Administration > Guided Setup.
    2. On the Getting Started page of the guided setup, click Get Started.
    3. In the Customer Central - Customer Information or Customer Central - Customer Activity category, view the list of tasks to configure the feature.
      Table 1. Customer central configuration tasks
      Task Description
      Activate Customer Central Activate the Customer Central plugin to use customer central.
      Configure the Customer Information view Configure the display of the customer information view.
      Configure the Customer Activity view Configure the display of the customer activity view.
    4. To perform a task, click Configure.

      This button opens the page in your instance where the configuration is completed.

    • Activate Customer Central

      Activate the Customer Central plugin to use Customer Central.

    • Create data for Customer Central

      When upgrading from an existing release, customers must run a fix script to create data for Customer Central.

    • Configure Customer Central properties

      Set how many days you want to display data from in Customer Central.

    • Configure the Customer Information view

      Configure the display of the Customer Information view.

    • Configure the Customer Activity view

      Configure the display of the Customer Activity view.

    Tags:

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    Release version
    Choose your release version

      Configure Customer Central

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configure Customer Central

      Provide customer service agents with all the information about a customer in one central place by configuring the Customer Information and Customer Activity views for Customer Central.

      Before you begin

      Role required: admin

      About this task

      Customer Central provides customer service agents with all the information about the customer in one central place. It enables them to quickly zoom in on the customer issue and provide efficient and empathetic service to their customers.

      Customer Central consists of two views, Customer Information and Customer Activity, that are displayed on the interaction record. Both views are highly configurable and can be adapted to suit the needs of your business.

      For more details, see Customer Central.

      Procedure

      1. Navigate to Customer Service > Administration > Guided Setup.
      2. On the Getting Started page of the guided setup, click Get Started.
      3. In the Customer Central - Customer Information or Customer Central - Customer Activity category, view the list of tasks to configure the feature.
        Table 1. Customer central configuration tasks
        Task Description
        Activate Customer Central Activate the Customer Central plugin to use customer central.
        Configure the Customer Information view Configure the display of the customer information view.
        Configure the Customer Activity view Configure the display of the customer activity view.
      4. To perform a task, click Configure.

        This button opens the page in your instance where the configuration is completed.

      • Activate Customer Central

        Activate the Customer Central plugin to use Customer Central.

      • Create data for Customer Central

        When upgrading from an existing release, customers must run a fix script to create data for Customer Central.

      • Configure Customer Central properties

        Set how many days you want to display data from in Customer Central.

      • Configure the Customer Information view

        Configure the display of the Customer Information view.

      • Configure the Customer Activity view

        Configure the display of the Customer Activity view.

      Tags:

      Feedback

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