Review an account by using the Technology Account 360

---
title: Review an account by using the Technology Account 360
description: Review a customer or partner's account by using the Technology Account 360 view provided by the Proactive Service Experience Workflows application inside of Service Operations Workspace. You can track your data and tasks related to customer's or partner's and then take action to improve your delivery of service.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/proactive-service-exp-workflows/product-support-for-technology/review-customer-account-360-psew.html
release: australia
product: Product Support for Technology
classification: product-support-for-technology
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Review customer or partner accounts, Use, Proactive Service Experience Workflows, Product Support for Technology]
---

# Review an account by using the Technology Account 360

Review a customer or partner's account by using the Technology Account 360 view provided by the Proactive Service Experience Workflows application inside of Service Operations Workspace. You can track your data and tasks related to customer's or partner's and then take action to improve your delivery of service.

## Before you begin

Role required: sn\_acct\_lc.customer\_success\_agent, sn\_ind\_tsm\_sdwan.app\_eng

## Procedure

1.  Navigate to **Workspaces** > **Service Operations Workspace**.

2.  Select the list icon \(\[Omitted image "icon-list.png"\] Alt text: List Icon.\)

3.  Navigate to **Accounts** > **All**.

4.  In the Accounts list, select a customer account.

    **Note:** You can also access this view by selecting a company \(account\) name account inside the various incident lists or within the incident form in Service Operations Workspace.

5.  Review the following account details.

<table id="choicetable_byy_nsr_fkc"><thead><tr><th align="left" id="d25579e136">

Option

</th><th align="left" id="d25579e139">

Details

</th></tr></thead><tbody><tr><td id="d25579e145">

**Overview tab**

</td><td>

Select the **Overview** tab to view the touchpoints, escalations, and milestones. For more information, see [Technology Account 360 Overview tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/technology-account-360-overview-tab.md).

</td></tr><tr><td id="d25579e164">

**Account health tab**

</td><td>

Select the **Account health** tab to view the health insights. For more information, see [Technology Account 360 Account health tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/technology-account-360-account-health-tab.md).

</td></tr><tr><td id="d25579e183">

**Financials tab**

</td><td>

Select the **Financials** tab to view the financial insights. For more information, see [Technology Account 360 Financials tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/technology-account-360-financials-tab.md).

</td></tr><tr><td id="d25579e202">

**Product adoption tab**

</td><td>

Select the **Product adoption** tab to view the product adoption insights. For more information, see [Technology Account 360 Product adoption tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/technology-account-360-product-adoption-tab.md).

</td></tr><tr><td id="d25579e222">

**Open work tab**

</td><td>

Select the **Open work** tab to view the work insights. For more information, see [Technology Account 360 Open work tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/technology-account-360-open-work-tab.md).

</td></tr><tr><td id="d25579e241">

**Contextual Side-panel**

</td><td>

-   To view the recommended next-best actions, select the recommended actions \(\[Omitted image "icon-recommended-actions.png"\] Alt text: Recommended Actions Icon.\) icon.
-   To view the customer contact details, select the customer contacts \(\[Omitted image "icon-customer-contacts.png"\] Alt text: Customer Contacts Icon.\) icon.
-   To view the teams contact details, select the teams contact \(\[Omitted image "icon-team-contacts.png"\] Alt text: Teams Contact Icon.\) icon.
-   To get a chronological view of case history, select the customer timeline \(\[Omitted image "icon-customer-timeline.png"\] Alt text: Customer Timeline Icon.\) icon.


</td></tr></tbody>
</table>
**Parent Topic:**[Reviewing customer or partner accounts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/proactive-service-exp-workflows/product-support-for-technology/reviewing-customer-accounts-360.md)