Tracking the customers serviced by a business organization

You can track the customers that are serviced by the business organization (formerly business location) in the Customer Service Management (CSM) application. Your organization can associate your customers, accounts, and households with business organizations and even create or resolve cases on the behalf of customers.

Important:

Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.

Table 1. Configuration tasks for tracking the customers that are serviced by a business organization

Task	Description
Create the criteria for a service organization	Create the records for the organization criteria that define the list of matching customers to be associated with service organizations.
Define the configuration type for customers or business organizations	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 organizations to a service organization	Associate customers to service organizations through the organization customer criteria [service_organization_customer_criteria] table (formerly Service Organization Customer Criteria).