---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure the Customer Information view using CSM Configurable Workspace

# Configure the Customer Information view using CSM Configurable Workspace {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Configure the display of the Customer Information view using CSM Configurable Workspace.

## Antes de Iniciar

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

The Customer Information view displays all touch points that a customer has had with a contact center in the form of information cards.  
Nota:  
The following steps can be used to configure the Customer Information view in CSM Configurable Workspace. This workspace is configured using UI Builder.

## Procedimento

1. Navigate to AllCustomer ServiceAdministrationGuided Setup.
2. On the Getting Started page of the guided setup, select Get Started
3. In the Customer Central - Customer Information for CSM Configurable Workspace category, view the list of tasks to configure the feature.  
   {#cust-central-configure-info-tab__table_pz1_qqv_llb__entry__2}

   | Task | Description |
   |-|-|
   | Configure your settings for the Customer Information view | Set the Customer Central properties as required. |
   | Configure customer information lists | Configure the lists to display on the Customer Information view. For example, a list can be recent cases or recent chat interactions. |
   | Configure customer information reports | Configure which reports to display on the Customer Information view. |
   | Configure customer contact cards | Configure the contact card to display contact information on the Customer Information view. For example, a contact card could provide information on the contact,consumer, or account. |
   [Tabela 1. Customer Central - Customer Information for CSM Configurable Workspace configuration tasks]

   {#cust-central-configure-info-tab__table_pz1_qqv_llb}
4. To perform a task, select Configure.  
   This button opens the page in your instance where the configuration is completed.
{#cust-central-configure-info-tab__steps_oz1_qqv_llb}