Create a business record in CSM Configurable Workspace

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

    • If you're a government service agent, create a business record in CSM Configurable Workspace directly from a service request, interaction, or case when an incident is reported by a constituent, business, or business contact.

    Before you begin

    Role required: sn_gsm.constituent_agent, sn_gsm.business_agent, sn_gsm.agency_agent, sn_gsm.relationship_agent, or sn_gsm.service_manager

    Procedure

    1. Navigate to the CSM Configurable Workspace and select lnteractions > All.
    2. Select the interaction number to open an existing interaction record, or select the new icon New icon. to create an interaction.
    3. Select the interaction type and assign the interaction to a user.
    4. Optional: Enter a short description of the interaction.
    5. Select Save.
    6. Select Create Business and fill in the fields.
      For more information on the fields, see Business Profile form.
    7. Select Submit.
      The business is now linked to the interaction, and a new tab opens with the business details.