Customer history card
This card displays recent customer activity associated with the account, consumer, or contact. Activity types include chat and phone interactions, as well as cases, contracts, work orders, and other activity types that you have configured.
All closed interactions associated with the account, consumer, or contact are grouped by date and sorted with the most recent date shown first. Each interaction entry show:
- Channel icon: A visual indicator of the activity type.
- Interaction number: A link that opens up the full interaction record (for example, IMS0000011).
- Short description: A brief summary of the interaction, including the contact name and the agent assigned to the interaction.
- Relative timestamp: How long ago the interaction occurred (for example, "about a month ago").
Note:
You can customize the interaction details that are displayed. See Configuring the Customer History component for details.
You can do the following:
- Search: Enter a key word to display interactions meeting the search criteria.
- Filter: Specify filters to view activity by type, such as chat, phone, cases, or contracts.
- Date range: Browse interactions by date.
- View more: 10 interactions are displayed by default. Select View More to view additional interactions.
The information displayed in the customer history is based on the facets configured for the activity contexts in the Customer Central module. For more details on configuring the information displayed, see Create facets for activity contexts.