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Configure the Customer Information view using CSM Agent Workspace › Configure Customer Central › Agent tools › Organize agent workspaces › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

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.

Before you begin

Role required: admin

About this task

Records are displayed in the Customer Information view in Agent Workspace.

Image omitted: customer-records.jpg
Contact section displaying the contact details of the customer.

Procedure

  1. Navigate to All > Customer Central > Customer Information > Record Configurations.

  2. Select New.

  3. Fill out the fields, as required.

FieldDescription
TitleEnter a title for the record.
Context tableSelect a Context table. Note: For example, enter Contact if you want to display all the information about a customer contact.
Relationship

Enter the relationship between the context and the record. 1. To create a new relationship, click the Lookup icon and then New. 2. Enter a name for the relationship. 3. In the Applies to table, select the table on which the list appears.

Note: Enter either contact or consumer.

  1. In the Queries from table select the table from which this list retrieves data.

  2. In Query with, enter a script to build the relationship between the context table and the record table. You can also specify any filter conditions if needed. For example:

    ``` current.addQuery('sys_id', parent.sys_id);

“sys_id” => is the name of the column in the record table that stores the context ID, for example, contact ID. “parent.sys_id” => is the unique key in the contact table that holds the contact record. Note: If building a new relationship, ensure that the exact column name from the record table that stores the context ID is specified here. ```

FieldsSelect the fields to display on the record.
  1. Select Submit.