Configure records for the Customer Information view

  • Release version: Australia
  • Updated March 12, 2026
  • 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.

    Contact section displaying the contact details of the customer.

    Procedure

    1. Navigate to All > Customer Central > Customer Information > Record Configurations.
    2. Select New.
    3. Fill out the fields, as required.
      Table 1. New record configurations field description
      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.
      Fields Select the fields to display on the record.
    4. Select Submit.