Tracking the customers serviced by a business location

Release version: Australia

Updated March 12, 2026

1 minute to read

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.

Table 1. Configuration tasks for tracking the customers that are serviced by a business location
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.