Access Customer Central

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 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 All > Financial Services Operations > Workspace.
    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.