---
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


---

# View the install base in CSM Configurable Workspace

# View the install base in CSM Configurable Workspace {#ariaid-title1}

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

View a customer's install base in CSM Configurable Workspace to quickly identify the support they require as well as the opportunities for adoption and upsell.

## Before you begin

Ensure that the Customer Service Install Base Management plugin (com.snc.install_base) is activated.

Role required:
sn_customerservice_agent

## About this task

You can view information about the products and the services that a customer has
purchased, how they are delivered, and what additional components are available with
the product models.

## Procedure

1. Open CSM Configurable Workspace.
2. Select the account that you want to view the install base for.
3. Select the Install Base related list.
4. Scroll through the Sold Products tree view to view the details about the sold product and the list of install base items that belong to it.  
5. On the form header, select the Hierarchy icon![Sold product hierarchy icon.]() to see the full product model that the sold product is part of.  
   The product model hierarchy opens in a separate window. Unpurchased product components have a shopping cart icon next to them.

6. View the install base items and related lists in the configurable workspace by navigating to ProductsInstall Base item.
7. View the details of the install base item by opening an install base item.  
   Note:  
   You can also use the right navigation pane to view the install base items and related list.
{#install-base-aw-csm__steps_jkz_4qq_bwb}

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