Tracking the customers serviced by a business location

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

    • You can track the customers that are serviced by the business location in the Customer Service Management (CSM) application. Your organization can associate your customers, accounts, and households with business locations and even create or resolve cases on the behalf of customers.

    Table 1. Configuration tasks for tracking the customers that are serviced by a business location

    Task

    Description

    Create the criteria for a service organization

    Create the records for the service organization criteria that define the list of matching customers to be associated with service organizations.

    Associate customers to a service organization

    Associate customer to service organizations through the service organization customer criteria [service_organization_customer_criteria] table.