Configure customer information contexts for the Customer Information view

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • 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.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Configure customer information cards to display each of the list, record, or report configurations for a consumer or contact. Each customer information card corresponds to a card on the Customer Information view.

    Prozedur

    1. Navigate to All > Customer Central > Customer Information > Customer Information Contexts.
    2. Select the contact or consumer record that you want to add your configuration to.
    3. On the Customer Information Cards related list, select New.
    4. Add your configuration to create a customer information card.
    5. Select Submit.
      Hinweis:
      Repeat these steps for every configuration that you want to add to the contact or consumer record. You can also change the layout and order in which to display the cards on the Customer Information view.