---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Access Customer Central

# Access Customer Central {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Access Customer Central to get a quick overview of key customer information. This
information helps you learn more about a customer who contacts support.

## Vorbereitungen

Roles required: sn_customerservice_agent, sn_bom.agent, and sn_bom.agent
sn_bom.contributor

## Warum und wann dieser Vorgang ausgeführt wird

Use Customer Central to get a quick insight into key customer information. You can
filter the customer information by financial accounts to access the information that
you require.

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. On the Lists tab, select Customer or Interaction.
4. On the Interaction, Contact, Account, or Consumer record, select the Customer Information tab to view key customer information.
{#access-customer-central__steps_lwb_bcn_wsb}