---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure records

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

Release version: Australia  
Updated September 9, 2026  
![](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. Note: For the out-of-the-box Contact and Consumer record configurations, the Fields value is locked and displays the default fields for the corresponding context table. To display additional or different fields on the Contact Card in the Customer Information view, see [Configure fields on the Contact Card in the Customer Information view](https://www.servicenow.com/docs/35gclIr6WOxspFCssZAM2g "Change the fields that display on the Contact Card in the Customer Information view of the CSM Configurable Workspace. Edit the Contact Card - Fields Generator client script to add fields beyond the out-of-the-box defaults."). |
   [Table 1. New record configurations field description]

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

* [Configure fields on the Contact Card in the Customer Information view](https://www.servicenow.com/docs/35gclIr6WOxspFCssZAM2g "Change the fields that display on the Contact Card in the Customer Information view of the CSM Configurable Workspace. Edit the Contact Card - Fields Generator client script to add fields beyond the out-of-the-box defaults.")

*[\>]: and then