---
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


---

# Tracking the customers serviced by a business location

# Tracking the customers serviced by a business location {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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.
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| Task | Description |
|-|-|
| [Create the criteria for a service organization](https://servicenow-prod.fluidtopics.net/0oz5zitM8R5XO_rJQvF7Ig "Define the criteria in the service organization criteria [service_organization_criteria] table so that you can later associate your service organizations to a service or your customers to a service organization. You do this task in the Customer Service Management (CSM) application.") | Create the records for the service organization criteria that define the list of matching customers to be associated with service organizations. |
| [Define the configuration type for customers or business locations](https://servicenow-prod.fluidtopics.net/aS~iwUs9KV1lU~wddklnaA "Define the configuration type to provide service to customers or business locations within any service organization (SO) using the Customer Service Management (CSM) application.") | Define the configuration type for the customers served to provide your service organization staff with the access needed to help resolve cases. |
| [Associate customers or business locations to a service organization](https://servicenow-prod.fluidtopics.net/7cbBJp7DtcLqVA4k3uN6HQ "Associate your customers or business locations with a service organization (SO) using the Customer Service Management (CSM) application. By establishing a relationship between your customers or business locations and the SO, your service organization staff can create or resolve cases for the customers and business locations raised by other business location.") | Associate customers to service organizations through the service organization customer criteria \[service_organization_customer_criteria\] table. |
[Table 1. Configuration tasks for tracking the customers that are serviced by a business location]

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