How can I configure customer Information and customer Activity in Agent workspace for Case record?

Neeraj31
Mega Sage

I have installed customer central plugin and I can see customer information and customer activity on interaction record in workspace but I don't see this on case record. How can I enable it for case record also?

5 REPLIES 5

Ravi Chandra_K
Kilo Patron
Kilo Patron

Hello @Neeraj31 

Greetings!

refer the following doc:

https://docs.servicenow.com/bundle/utah-customer-service-management/page/product/customer-service-ma...

https://docs.servicenow.com/en-US/bundle/utah-customer-service-management/page/product/customer-serv...

Help others to find a correct solution by marking the appropriate response as correct answer and helpful!!

 

Kind Regards, 

Ravi Chandra

Neeraj31
Mega Sage

hi @Ravi Chandra_K ,

 

I can see the customer Information and Customer Activity tabs on Case and interaction table. My customer table is child table of Case and these tabs are not visible on child table in workspace.

 

Hi @Neeraj31 

 

did you manage to solve your issue? I have the same.

Hi Samuel, Customer Central is only for Case and interaction table.We had opened a HI ticket for this and Servicenow Agents had provided us the solution. Unfortunately I don’t have the solution steps as it was long back ago.