Activate Customer Central for viewing profile information

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Install Customer Central using Customer Service Guided Setup so that agents can have a complete view of constituent, business, or agency information in Public Sector Digital Services.

    Before you begin

    Role required: admin

    About this task

    Customer Central displays all the touchpoints that a constituent, business, or agency has with a government center or agency, in the form of information cards.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup.
    2. In the section Customer Central - Customer Information for CSM Configurable Workspace, locate the list of tasks for setting up the configurable workspace.
    3. Select Activate Customer Central to install the plugin.
      After installation, one of the following tabs is available on the interaction record:
      • The Constituent Information tab when the Constituent tab is populated.
      • The Business Information tab when the Business tab is populated.
      • The Agency Information tab when the Agency tab is populated.

      You can perform other changes to this layout, as needed. For more information, see Configure the Customer Information view using the CSM Configurable Workspace.