Customer 360 Portal - Customer Activity History Zone Update
The Customer Activity History zone on the Customer 360 portal, can now exclude specific activity types from the list of account-related events to display for a customer. The activity types to exclude can be configured in the Activity History Configuration master configuration.
This helps reduce call handling times for common account queries by displaying only essential information.
Steps to Enable
To enable this feature, complete these steps:
- Select Admin, General, and Master Configuration.
- Create or edit the Activity History Configuration master configuration.
- Add the account activity types to exclude in the Exclude Activity Types section.
- Save the changes.
Key Resources
- Refer to the Customer 360 - Customer Activity section of the Business User Guide for more information.