Customer History component

reference australia Updated Oct 19, 2026 1 min read centered-chat-customer-history-component.md
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The Customer History component displays customer, consumer, or account history information, depending on the field selections on the interaction record.

The Customer History component appears after the Interaction Controls component. This component is included with the Customer Central plugin, which is activated as part of the CRM Workspace application.

The Customer History component includes the Customer tab. This tab displays customer, consumer, or account history information, depending on the customer information provided on the interaction record. This tab also includes a search field, filter, and date range selector that agents can use to find specific information in the history.

Interaction record information

Customer tab information

Customer information is provided

When a customer is selected on the interaction record and customer history is available, the customer history is displayed in the Customer History tab.If customer history is not available, the Customer History tab displays a message that there is no activity yet.

Customer information is not provided

When a customer is not selected on the interaction record, the Customer History tab displays a message suggesting to link to a customer.

Account information is provided

When an account is selected on the interaction record, the account history is displayed in the Customer History tab.

Refreshing the customer history information:
  • When an agent selects a different customer on the interaction record and then saves the record: the agent must select Refresh on the Customer History component to update the information. The agent can also refresh the record page.
  • If there is new activity while the page is open: the agent must refresh the Customer History component or the record page to display the new activity in the Customer History tab. For example, this occurs when the agent selects Create Case on the interaction record.
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