Tracking the customers serviced by a business location
You can track the customers that are serviced by the business location in the Customer Service Management (CSM) application. Your organization can associate your customers, accounts, and households with business locations and even create or resolve cases on the behalf of customers.
| Task | Description |
|---|---|
| Create the criteria for a service organization | Create the records for the organization criteria that define the list of matching customers to be associated with service organizations. |
| Define the configuration type for customers or business locations | Define the configuration type for the customers served to provide your service organization staff with the access needed to help resolve cases. |
| Associate customers or business locations to a service organization | Associate customers to service organizations through the organization customer criteria \[service\_organization\_customer\_criteria\] table. |