Access Customer Central

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Access Customer Central to get a quick overview of key customer information. This information helps you learn more about a customer who contacts support.

    Before you begin

    Roles required: sn_customerservice_agent, sn_bom.agent, and sn_bom.agent sn_bom.contributor

    About this task

    Use Customer Central to get a quick insight into key customer information. You can filter the customer information by financial accounts to access the information that you require.

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon ().
    3. On the Lists tab, select Customer or Interaction.
    4. On the Interaction, Contact, Account, or Consumer record, select the Customer Information tab to view key customer information.