--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Data Management for CSM release notes for upgrades from Yokohama to Zurich # Combined Data Management for CSM release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 14 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Data Management for CSM Release Notes for Upgrades from Yokohama to Zurich This consolidated release notes document outlines the key updates, new features, changes, and important upgrade information for Data Management in Customer Service Management (CSM) from the Yokohama release to the Zurich release. It is designed to help ServiceNow customers prepare for and execute a smooth upgrade by summarizing relevant enhancements and changes across these releases. Show full answer Show less ## Important Upgrade Information * Review and complete pre- and post-upgrade tasks carefully before upgrading to Zurich. * Note that Data Management for CSM does not support mobile devices or Internet Explorer starting with Zurich. * The Business Location and Install Base Management plugins are now available on the ServiceNow Store and require activation. ## New Features and Enhancements * **Billing Account Store Application:** Introduces a foundational data model for managing billing accounts, supporting billing relationships, hierarchies, and financial tracking. * **Customer Life Cycle Management:** Enables customers to self-manage product lifecycle actions (Modify, Suspend, Resume, Disconnect) through the Business portal and supports workflows for sold products and product inventory. * **Business Location Integration:** Supports project management, field service work orders, and staff movement across business locations, including company-owned or third-party operated sites. * **Declarative Responsibility Framework Enhancements:** Adds granular roles and extends entity coverage to simplify administration and fine-tune customer data access management. * **Sold Product Form Enhancements:** Adds billing account referencing, lifecycle state transitions with automated date updates, and subscription metrics for better pricing and revenue analysis. * **Partial Sync Capability:** Allows synchronization of specified data sections only, improving synchronization performance, reducing resource consumption, and providing clearer error handling. * **Sales and Service Enhancements:** Supports indirect and channel sales through Business Locations with expanded Opportunity, Order, and Quote Management capabilities, enabling collaboration between business location staff and enterprise sales agents. * **Access Control Improvements:** Introduces hierarchical access for Install Base items and refines account manager responsibility configurations for more consistent and streamlined access control. * **New Coral Theme:** Serves as the default UI theme with brand-neutral illustrations and includes a dark theme option to enhance user experience and accessibility. * **Return Merchandise Authorization Case Lines:** Agents can initiate return requests directly from sold product records, improving visibility and processing efficiency. * **CSM Data Classification Application:** Provides classifications for CRM data (e.g., internal, PII, confidential) leveraging ServiceNow AI Platform data privacy features to enhance data security. * **CPQ Integration:** Enables Configure-Price-Quote (CPQ) configurator capabilities within MACD workflows for improved product configuration management. ## Changes to Existing Features * Renaming of the Inbound Queue table to Inbound Request table, with enhanced configuration for synchronous/asynchronous flow execution and notification control. * Updates to notification handling for case tasks at business locations via the Business Location Service Portal. * Expanded capabilities for managing and resolving cases across company-owned and third-party business locations. * Improved management of customer relationship records, including naming and ordering based on relationship types through related party configurations. * Migration of legacy escalation workflows to low-code flows for easier customization and maintenance. * Enhanced tracking and traceability in pricing and subscription management through new fields on sold product records. * Updated entity configuration in Lead to Cash with filter conditions and post-processing scripting for precise sales entity management. * Account and location address management improvements with stricter update access controls to ensure data integrity. ## Deprecations and Removals No features or functionality were removed or deprecated between Yokohama and Zurich releases for Data Management for CSM, except for the Escalation Master-Approval and Escalation-Approval workflows being migrated to low-code flows in Zurich. ## Activation and Additional Requirements * CSM features require activation of the Customer Service Management plugin and related plugins depending on functionality needed. * Lead to Cash Core plugin activation is required to enable Sales Customer Relationship Management features. * Business Location and Install Base Management plugins are available via the ServiceNow Store and require activation for use. ## Practical Benefits for ServiceNow Customers * Enhanced data management capabilities enable more accurate billing, lifecycle management, and customer data governance. * Improved integration with business locations and sales processes supports more efficient field service, order, and quote management. * Upgraded access control models and granular roles enhance security while simplifying administration. * New UI themes and data classification tools improve user experience and data protection compliance. * Partial sync and improved error handling optimize system performance and operational reliability. Consolidated page of all release notes for Data Management for CSM from Yokohama to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Data Management for CSM release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Data Management for CSM to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-datamanagementforcsm-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Data Management for CSM. {#dfrn3-datamanagementforcsm-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | [Billing account store application](https://www.servicenow.com/docs/access?context=configuring-billing-accounts&family=yokohama&ft:locale=en-US) : Use the new CSM Billing Account Core store app that provides a foundational data model for managing billing accounts across organizations and users. It enables businesses to define, organize, and maintain billing relationships, supporting accurate billing, payments, and scalable financial operations. [Inbound Request Configuration table](https://www.servicenow.com/docs/access?context=inbound-request-configuration-table&family=yokohama&ft:locale=en-US) : Use the Inbound Request Configuration \[sn_tmt_core_inbound_queue_config\] table to enable configurations that determine how a flow is executed, whether synchronous or asynchronous. Use the Trigger Notifications field on the Inbound Request Configuration \[sn_tmt_core_inbound_queue_config\] table to enable configuration of notification types, whether default, custom,or no notifications. [Activate Customer Life Cycle Management Self-Service](https://www.servicenow.com/docs/access?context=activate-customer-life-cycle-management-self-service&family=yokohama&ft:locale=en-US) : Enable customers who are primary contacts associated to a sold product to perform the Modify, Suspend, Resume, and Disconnect actions on the Business portal.. [Project Management for business locations​](https://www.servicenow.com/docs/access?context=csm-ppm-integration&family=yokohama&ft:locale=en-US) : Integrate SPM project management with business locations to support operations such as opening, closing, or modernizing locations. With the project management integration, your teams can track the timelines, collaborate, and execute the business location-facing tasks more effectively. [Work orders for business locations​](https://www.servicenow.com/docs/access?context=track-work-orders-on-the-blsp&family=yokohama&ft:locale=en-US) : Fulfill Field Service Management (FSM) work orders at business locations. This way, you can enable location members to view and complete the assigned tasks. By using the existing business location data, you can streamline work order assignments. [Enhanced data fields for business locations](https://www.servicenow.com/docs/access?context=data-model-business-location-form&family=yokohama&ft:locale=en-US) : Track additional information about business locations by using new fields for opening and closing dates, status, and description. [Staff movement between internal business locations](https://www.servicenow.com/docs/access?context=create-internal-business-location&family=yokohama&ft:locale=en-US) : Enable managers to transfer the staff between internal business locations. You can streamline updates for organizations that have frequent staff movements. [Company-owned, third-party operated business locations](https://www.servicenow.com/docs/access?context=add-user-internal-bus-location&family=yokohama&ft:locale=en-US) : Assign external staff to internal business locations to support various operating models, including company-owned, third-party operated locations. [Customer Life Cycle workflows for Sold Products and Product Inventory records](https://www.servicenow.com/docs/access?context=customer-life-cycle-management-workflows&family=yokohama&ft:locale=en-US) : Use the Customer Life Cycle workflows to do the following tasks: * Create a Modify, Suspend, Resume, and Disconnect order for single or multiple root product inventory records that are associated with a service specification. * Select multiple root product inventories to perform the modify action to create both orders and quotes. * Track the status of the Modify, Suspend, Resume, and Disconnect flows on sold products and product inventory record by using the Sales and Order Management Request Tracker (sn_tmt_core_inbound_queue) table. [Naming customer relationship records](https://www.servicenow.com/docs/access?context=adding-related-party-to-case&family=yokohama&ft:locale=en-US) : Use the Type field through related party configurations to name records in the account team member, contact relationship, consumer relationship, and household member relationship tables. With this functionality, you can identify the relationship that is based on the industry use case. [Ordering customer relationship records](https://www.servicenow.com/docs/access?context=adding-related-party-to-case&family=yokohama&ft:locale=en-US) : Organize records in tables such as account team members, consumer relationships, and more by using the Order field. You can set the order manually or auto-populate it based on the selected Type through related party configurations. This way, you can arrange records logically based on your use case. [Enhancements to the declarative responsibility framework](https://www.servicenow.com/docs/access?context=declarative-resposibility-framework&family=yokohama&ft:locale=en-US) : Enhance the declarative responsibility framework to simplify administration and access management by enabling administrators to do the following tasks: * Add new granular roles for accessing customer data that is based on responsibility definitions. * Include additional entities in the framework. [Subscription metrics for sold products](https://www.servicenow.com/docs/access?context=create-sold-item&family=yokohama&ft:locale=en-US) : Enable agents to track and analyze the pricing information for products and services by using the pricing and subscription revenue metrics on the sold product form on the CRM Workspace. | | Zurich | [Create return merchandise authorization case lines](https://www.servicenow.com/docs/access?context=som.create-return-merchandise-authorization-case-lines&family=zurich&ft:locale=en-US) : Enable agents to initiate return requests directly from sold product records along with the install base items. Return cases automatically map order and product details to the case, giving users an end-to-end visibility into their returns and reducing processing time. [Synchronizing life-cycle values](https://www.servicenow.com/docs/access?context=cmdb-asset-CI-IBI-sync-options&family=zurich&ft:locale=en-US) : Configure a model category as a product instance to enable the system to synchronize the life cycle values between asset and install base item using the life cycle stage and life cycle state status values. [Proactive Customer Service Operations](https://www.servicenow.com/docs/access?context=proactive-service-operations&family=zurich&ft:locale=en-US) : Event management operators now have a dedicated customer service management role for access control when setting up new installations. The access to customer data for event management operators is granted through a limited scoped role ( sn_pro_cs_ops.csm_evt_mgmt_stakeholder) instead of the global platform role (evt_mgmt_operator role). [Billing account store application](https://www.servicenow.com/docs/access?context=configuring-billing-accounts&family=zurich&ft:locale=en-US) : Install the new CSM Billing Account Core store application, which introduces a foundational data model and hierarchy for managing billing accounts. It enables you to define billing relationships, establish account hierarchies, and track financial responsibility across your organization. [Sold product form](https://www.servicenow.com/docs/access?context=sold-product-form&family=zurich&ft:locale=en-US) : The following enhancements are added for the Sold Product in this release: * Billing Account: Enables direct reference to the associated Billing Account on the Sold Product entity within ServiceNow® CRM allowing agents to access financial information instantly during service delivery. This provides visibility into payment terms and conditions linked to the product, builds customer trust through transparent and predictable billing, and supports accurate revenue recognition for businesses. * Start and end Dates: Provides full lifecycle state‑transition support (In preparation, Active, Expired, Cancelled) with automated date‑driven updates. [Explore partial sync](https://www.servicenow.com/docs/access?context=about-partial-sync&family=zurich&ft:locale=en-US) : Synchronize only specific sections of your data structure using the new partial sync capability in the create instance flow. This enhancement introduces the `allowedContextTypes` parameter, which enables you to specify exactly which types should be processed during synchronization operations. This leads to the following benefits: * Improved performance: Reduction in processing time for targeted updates. * Reduced resource consumption: Lower database queries, memory usage, and network bandwidth. * Faster response times: Users experience quicker synchronization operations. Support indirect sales through Business Locations with [Opportunity Management for business location](https://www.servicenow.com/docs/access?context=opportunity-management-for-business-location&family=zurich&ft:locale=en-US). : Use the Sales Customer Relationship Management capabilities with both internal and external business organizations using Opportunity Management for business locations. Support channel sales by enabling business location staff to create and modify business opportunities and to track end-to-end life cycle of opportunities. [Sales and Service API Core](https://www.servicenow.com/docs/access?context=sales-and-services-api-core&family=zurich&ft:locale=en-US) and [Lead to Cash Core](https://www.servicenow.com/docs/access?context=entity-configuration-and-mapping&family=zurich&ft:locale=en-US) : Granular admin roles introduced in Lead to Cash Core and Sales and Service API core. [Granular roles in Install Base Management](https://www.servicenow.com/docs/access?context=r_rolesinstalledwithcustaccessmgmt&family=zurich&ft:locale=en-US) : Added new granular roles with the sn_install_base.install_base_admin admin role, which is installed with Customer Service Install Base Management \[com.snc.install_base\] plugin. * sn_install_base.install_base_read * sn_install_base.install_base_write * sn_install_base.install_base_create * sn_install_base.install_base_delete * sn_customerservice.customer_data_viewer * sn_customerservice.case.viewer These roles provide you with more control over administrative tasks like read, write, create, delete, data view, and case view related to install base and sold product related entities. CPQ integration with MACD workflows : Introduced new data model changes to enable CPQ configurator usage for MACD workflows. Using [CSM Data Classification application](https://www.servicenow.com/docs/access?context=using-csm-data-classification&family=zurich&ft:locale=en-US) : Use the new CSM Data Classification (com.snc.csm_data_privacy) Store app that delivers base system classifications for CRM data, categorizing it as internal, personally identifiable information (PII), confidential, and more. The solution uses the ServiceNow AI Platform data privacy capabilities, such as data classification, to apply protection measures and enhance data security. Support indirect sales through Business Locations with [Order Management for business location](https://www.servicenow.com/docs/access?context=order-managment-for-business-location&family=zurich&ft:locale=en-US), [Quote Management for business location](https://www.servicenow.com/docs/access?context=quote-management-for-business-location&family=zurich&ft:locale=en-US). : Use the Sales Customer Relationship Management capabilities for both internal and external business organizations to enable Order Management, and Quote Management systems for business locations. Support channel sales and indirect sales by enabling business location staff to collaborate with an enterprise in managing customer orders, quotes, and performing the following actions: * Permit enterprise sales agents to associate business locations as channel partners to create and fulfill customer orders and quotes. * Enable self-service order tracking for internal and external business location staff through the Business Location Service Portal to track and manage customer orders. * Support the tracking of multiple business locations for a single order or quote, either at the order line item level, order related party, quote line item level, or the quote related party. * Improve the indirect sales cycle efficiency by converting approved channel quotes into customer orders. Naming customer relationship records for [Consumer team member relationship tables](https://www.servicenow.com/docs/access?context=assign-team-member-to-consumer&family=zurich&ft:locale=en-US) and [Household team member relationship tables](https://www.servicenow.com/docs/access?context=assign-team-member-to-household&family=zurich&ft:locale=en-US) : Use the Type field through related party configurations to name records in the consumer team member and household team member relationship tables. This functionality enables you to label relationships based on the purpose of the association and relevant industry use cases. [Migrating legacy workflow to low code](https://www.servicenow.com/docs/access?context=create-escalation-template&family=zurich&ft:locale=en-US) : Added an Escalation Approval Flow field to the Escalation Template \[sn_customerservice_escalation_template\] table where existing customers can continue using their current escalation workflows or migrate to the new flows, depending on their customizations. As part of this update: * The legacy Escalation-Approval workflow has been migrated to the low-code flow designer. * The Escalation Master--Approval workflow has been converted into a business rule. [Account address enhancements](https://www.servicenow.com/docs/access?context=account-address-access-for-contacts&family=zurich&ft:locale=en-US) : Enable contacts to access the account addresses that permit contacts to view both account-address records and the associated location information for accounts they're authorized to access. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Data Management for CSM features. {#dfrn3-datamanagementforcsm-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | [Inbound Request Configuration table](https://www.servicenow.com/docs/access?context=inbound-request-configuration-table&family=yokohama&ft:locale=en-US) : The Inbound Queue \[sn_tmt_core_inbound_queue\] table is renamed to Inbound Request table. Use the Request Configuration field on the Inbound Request \[sn_tmt_core_inbound_queue\] table to reference the Inbound Request Configuration \[sn_tmt_core_inbound_queue_config\] table while executing synchronous or asynchronous flows. [Specification Class on Product Inventory related list](https://www.servicenow.com/docs/access?context=product_inventory_configurations&family=yokohama&ft:locale=en-US) : The Specification class field on the Product Inventory related list provides information on whether the selected product inventory record has a product specification or service specification that is associated with it. [Notification for case tasks at business locations](https://www.servicenow.com/docs/access?context=manage-business-location-cases&family=yokohama&ft:locale=en-US) : View the notifications for the case tasks that are associated with the business locations on the Business Location Service Portal (BLSP). This way, your location members can stay informed about their pending tasks. [Case resolution by location staff at other business locations](https://www.servicenow.com/docs/access?context=ebl-as-a-fulfiller&family=yokohama&ft:locale=en-US) : Enable your location staff, whether at company-owned or third-party-owned organizations (internal and external business locations), to handle and resolve issues from other eligible business locations. [Product Inventories configurations for Customer Life Cycle Management workflows](https://www.servicenow.com/docs/access?context=product_inventory_configurations&family=yokohama&ft:locale=en-US) : Perform the Modify, Suspend, Resume, and Disconnect operations on product inventory records directly from the Product Inventory related list on the Accounts page. [Grant write access to account relationships](https://www.servicenow.com/docs/access?context=t_CreateAcctRelationshipRecord&family=yokohama&ft:locale=en-US) : Enable administrators and customer service managers to update account relationship records. [Enable write access to contact relationships](https://www.servicenow.com/docs/access?context=t_CreateAContactRelationship&family=yokohama&ft:locale=en-US) : Enable administrators and customer service managers to update the contact relationship records. [Populate the Type field in relationship tables using the fix script](https://www.servicenow.com/docs/access?context=migration-of-account-manager-responsibility-access&family=yokohama&ft:locale=en-US) : Migrate the account manager responsibilities from the account team member relationships to the new responsibility access configurations. The updated framework enables you to manage access settings more efficiently. [Update roles within relationship agent and relationship contributor](https://www.servicenow.com/docs/access?context=features-supp-and-unsupp-by-unified-consumer&family=yokohama&ft:locale=en-US) : Modify the roles of the relationship agent and relationship contributor to include the new granular roles that can grant access by responsibilities. | | Zurich | [Explore partial sync](https://www.servicenow.com/docs/access?context=about-partial-sync&family=zurich&ft:locale=en-US) : Partial sync processes the data sections you specify instead of the entire structure, significantly improving performance and reducing resource consumption.The partial sync enhancement includes improved error handling that provides clear, actionable error messages when mandatory fields are missing from synchronization requests. [Entity configuration and mapping](https://www.servicenow.com/docs/access?context=entity-configuration-and-mapping&family=zurich&ft:locale=en-US) : Gain precision in sales entity setup with three new columns in the Lead to Cash Entity Definition table: Filter Conditions, Enable Post Processing, and Post Processing Script. These columns enable targeted data filtering and post-processing logic execution. [Associate products and services](https://www.servicenow.com/docs/access?context=products-services-at-bus-loc&family=zurich&ft:locale=en-US)Support for service-related capabilities in business locations : Enable service-related capabilities for business locations by activating the optional Customer Service Case Types (sn_csm_case_types) plugin. [Delta price enhancements](https://www.servicenow.com/docs/access?context=sold-product-form&family=zurich&ft:locale=en-US) : The following are enhancements added in Delta pricing: * Added pricing fields that reference sales agreements and captures base prices on sold products to verify consistent pricing during modifications, such as quantity changes or attribute updates. New fields are added to enhance the traceability for subscription-based products. * Added columns to the Sold Product base table. Use the Split from and Split from root to track lineage during upsells, downsells, and expiration date changes ensuring accurate order management, compliance, and analytics. [Install base data model enhancements](https://www.servicenow.com/docs/access?context=create-install-base-item&family=zurich&ft:locale=en-US) : Improve traceability and product life cycle management with the Install Base Identifier field on the install base form. Base install base items are mapped directly to model categories to support industry-specific product configurations. Added Provider Service Org field on the install base form to support tracking, recall workflows, and post-sale engagement with dealers and partners. [Access control improvements](https://www.servicenow.com/docs/access?context=sold-product-form&family=zurich&ft:locale=en-US) : Provide hierarchical access to Install Base items for location managers and staff to manage assets sold by or associated with their service organizations. Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. [Enhancements to the declarative responsibility framework](https://www.servicenow.com/docs/access?context=declarative-resposibility-framework&family=zurich&ft:locale=en-US) : Introduced several key improvements to enhance the flexibility and usability of the declarative responsibility framework: * Enabled responsibility access configurations to support more granular access control. * Updated the data model by adding new fields and renaming select field labels for improved clarity. * Refreshed associated forms and lists to reflect the latest framework updates. [Updated account manager responsibility access configuration](https://www.servicenow.com/docs/access?context=list-of-reponsibilities-provided-with-base-system&family=zurich&ft:locale=en-US) : Enhanced access configurations for account manager responsibilities by creating a unified entity that defines access based on record and role for more consistent and streamlined access control. [Managing account addresses](https://www.servicenow.com/docs/access?context=associate-address-account&family=zurich&ft:locale=en-US) : Manage account addresses by associating locations with accounts where the Update access is granted to confirm tracking of address information and support account management. [Updating location records associated with account](https://www.servicenow.com/docs/access?context=delete-address-location-form&family=zurich&ft:locale=en-US) : Restricts users from updating a shared location record unless they have the Update access to all associated accounts, confirming location details can only be modified with the necessary permissions across every linked account. | [ ] ## Removed Between your current release family and Zurich, some Data Management for CSM features or functionality were removed. {#dfrn3-datamanagementforcsm-summary__entry__20} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Data Management for CSM features or functionality were deprecated. {#dfrn3-datamanagementforcsm-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | * Escalation Master-Approval * Escalation-Approval | [ ] ## Activation information Review information on how to activate Data Management for CSM. {#dfrn3-datamanagementforcsm-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Activation information : CSM is a ServiceNow AI Platform application that is available with activation of the Customer Service Management plugin (com.sn_customerservice). For details, see [Activate Customer Service Management](https://www.servicenow.com/docs/access?context=t_ActivateCustomerService&family=zurich&ft:locale=en-US). Additional CSM features are available with the activation of other plugins. For details, see [Additional plugins for Customer Service Management](https://www.servicenow.com/docs/access?context=r_CustServMgmtAddtlPluginsTable&family=zurich&ft:locale=en-US). Sales Customer Relationship Management is a ServiceNow AI Platform feature that is available with the activation of the Lead to Cash Core plugin (com.snd.l2c.core). For details, see [Explore](https://www.servicenow.com/docs/access?context=som-exploring&family=zurich&ft:locale=en-US). Starting in the Yokohama release, the following plugins are available on the ServiceNow Store for: * Install Base Management (com.snc.install_base) * Install base characteristics (com.snc.install_base_characteristics) * Customer Service with Service Portfolio management (com.snc.csm_spm) For details, see [Configure Install base](https://www.servicenow.com/docs/access?context=configure-install-base&family=zurich&ft:locale=en-US). Starting from the Yokohama release, the Business Location plugin (com.snc.business_location) is available on the ServiceNow Store. For details, see [Activate business locations](https://www.servicenow.com/docs/access?context=activate-business-location&family=zurich&ft:locale=en-US). Important: Business Location and Install Base Management are available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Data Management for CSM we have noted them here. {#dfrn3-datamanagementforcsm-summary__entry__38} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Data Management for CSM we have noted them here. {#dfrn3-datamanagementforcsm-summary__entry__44} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Browser requirements : Starting with the Zurich release, data management for Customer Service Management doesn't support mobile devices and Internet Explorer. For more information, see [Browser support](https://www.servicenow.com/docs/access?context=browser-support&family=zurich&ft:locale=en-US). | [ ] ## Accessibility information Review details on accessibility information for Data Management for CSM, such as specific requirements or compliance levels. {#dfrn3-datamanagementforcsm-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Accessibility information : Dark theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. | [ ] ## Localization information If there are specific localization considerations for Data Management for CSM we have noted them here. {#dfrn3-datamanagementforcsm-summary__entry__56} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Data Management for CSM we have noted them here. {#dfrn3-datamanagementforcsm-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | * Simplify your experience in viewing and applying protections to sensitive data by identifying, categorizing, and securing sensitive customer relationship management (CRM) data. * Streamline access management through an enhanced UI-based configuration, using the declarative framework enhancements in Customer Access Management (CAM). * Integrate Service Model Foundation with Order Management and Quote Management to enable enterprises to track orders and quotes that are generated by channel partners. * Add pricing fields based on sales agreements to capture base prices for sold products and verify consistent pricing. * Improve traceability with serial numbers on Install Base items and direct links to model categories for industry-specific configurations. * Enable partial sync using `allowedContextTypes` to sync specific sections with preserved structure and recursive filtering, and deliver clear, actionable error messages with consistent API responses. See [Data management](https://www.servicenow.com/docs/access?context=csm-data-management&family=zurich&ft:locale=en-US) feature for more information. | [ ]