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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 the Customer Information view

    Configure the Customer Information view

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    Configure the Customer Information view

    Configure the display of the Customer Information view.

    Before you begin

    Role required: admin

    About this task

    The Customer Information view displays all touch points that a customer has had with a contact center in the form of information cards.

    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 category, view the list of tasks to configure the feature.
      Table 1. Customer Central - Customer Information configuration tasks
      Task Description
      Configure your settings for the Customer Information view Set the Customer Central properties as required.
      Configure customer information lists Configure the lists to display on the Customer Information view. For example, a list can be recent cases or recent chat interactions.
      Configure customer information reports Configure which reports to display on the Customer Information view.
      Configure customer information records Configure the records to display on the Customer Information view. For example, a record could provide information on the contact or consumer.
      Configure customer information report groups Configure the groups of reports to display in a single section on the Customer Information view.
      Configure customer information contexts Associate each list, record, report, and report group configuration you created with a consumer or contact context, depending on who you want to display the information for.
    4. To perform a task, click Configure.

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

    • Configure lists for the Customer Information view

      Configure lists for the Customer Information view.

    • Configure reports for the Customer Information view

      Configure which reports to display on the Customer Information view.

    • Configure records for the Customer Information view

      Configure the records to display on the Customer Information view. For example, a record could provide information on the contact or consumer.

    • Configure report groups for the Customer Information view

      Configure the groups of reports to display in a single section on the Customer Information view.

    • Configure customer information contexts for the Customer Information view

      Associate each list, record, report, and report group configuration you created with a consumer or contact context, depending on who you want to display the information for.

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    Release version
    Choose your release version

      Configure the Customer Information view

      • 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 the Customer Information view

      Configure the display of the Customer Information view.

      Before you begin

      Role required: admin

      About this task

      The Customer Information view displays all touch points that a customer has had with a contact center in the form of information cards.

      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 category, view the list of tasks to configure the feature.
        Table 1. Customer Central - Customer Information configuration tasks
        Task Description
        Configure your settings for the Customer Information view Set the Customer Central properties as required.
        Configure customer information lists Configure the lists to display on the Customer Information view. For example, a list can be recent cases or recent chat interactions.
        Configure customer information reports Configure which reports to display on the Customer Information view.
        Configure customer information records Configure the records to display on the Customer Information view. For example, a record could provide information on the contact or consumer.
        Configure customer information report groups Configure the groups of reports to display in a single section on the Customer Information view.
        Configure customer information contexts Associate each list, record, report, and report group configuration you created with a consumer or contact context, depending on who you want to display the information for.
      4. To perform a task, click Configure.

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

      • Configure lists for the Customer Information view

        Configure lists for the Customer Information view.

      • Configure reports for the Customer Information view

        Configure which reports to display on the Customer Information view.

      • Configure records for the Customer Information view

        Configure the records to display on the Customer Information view. For example, a record could provide information on the contact or consumer.

      • Configure report groups for the Customer Information view

        Configure the groups of reports to display in a single section on the Customer Information view.

      • Configure customer information contexts for the Customer Information view

        Associate each list, record, report, and report group configuration you created with a consumer or contact context, depending on who you want to display the information for.

      Tags:

      Feedback

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