---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure records for the Customer Information view

# Configure records for the Customer Information view {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure the records to display on the Customer Information view. For example, a
record could provide information on the contact or consumer.

## Before you begin

Role required: admin

## About this task

Records are displayed in the Customer Information view in Agent Workspace.

## Procedure

1. Navigate to AllCustomer CentralCustomer InformationRecord Configurations.
2. Select New.
3. Fill out the fields, as required.  
   {#configure-ci-records__table_vzg_jcs_mlb__entry__2}

   | Field | Description |
   |-|-|
   | Title | Enter a title for the record. |
   | Context table | Select a Context table. Note: For example, enter Contact if you want to display all the information about a customer contact. |
   | Relationship | Enter the relationship between the context and the record. 1. To create a new relationship, click the Lookup icon and then New. 2. Enter a name for the relationship. 3. In the Applies to table, select the table on which the list appears. Note: Enter either contact or consumer. 4. In the Queries from table select the table from which this list retrieves data. 5. In Query with, enter a script to build the relationship between the context table and the record table. You can also specify any filter conditions if needed. For example: current.addQuery('sys_id', parent.sys_id); "sys_id" => is the name of the column in the record table that stores the context ID, for example, contact ID. "parent.sys_id" => is the unique key in the contact table that holds the contact record. Note: If building a new relationship, ensure that the exact column name from the record table that stores the context ID is specified here. {#configure-ci-records__ol_c1q_db4_nlb} |
   | Fields | Select the fields to display on the record. |
   [Table 1. New record configurations field description]

   {#configure-ci-records__table_vzg_jcs_mlb}
4. Select Submit.
{#configure-ci-records__steps_avf_wcs_mlb}

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