Review an account using the 360 View
Review a customer or partner's account by using the 360 View in the Order Management application. You can track the service contracts of your customers or partners. You can also view customer and service orders, cases, products, and equipment to see how you can improve your customer service.
Before you begin
Role required: order_approver, order_viewer, sn_ind_tmt_orm.order-fulfillment_agent, sn_ind_tmt_orm.order_fulfillment_manager, sn_ind_tmt_orm.service_order_agent, or sn_ind_tmt_orm.service_order_manager
Procedure
-
Navigate to All > Customer Order Management > Workspace > Configurable Workspace Home.
-
From the Configurable Workspace Lists tab [Omitted image "list-outline-24.svg"] Alt text:, select Customer, and then select Accounts.
-
In the Accounts list, select a customer account.
Note: You can also access an existing customer account by selecting a customer account link in the Account column of the Orders, Customer Orders, or Service Orders lists in the Configurable Workspace Lists.
-
In the Account Information form, in the Customer Summary section, review the general customer details for the selected account.
|
Field |
Description |
|---|---|
|
Account |
Name of the customer or partner, and the name of the primary contact for the account. To view the details for the primary contact, including the account, title, email, phone numbers, and time zone, select the contact name. |
|
Contacts |
Name of each contact for the account.- To access the Customer Contacts form so that you can view all contacts for the account, select View All.
|
|
Contracts |
Name of the contracts, if any, that are associated with this account. - To view the details for a contract, select the contract number.
|
|
Field |
Description |
|---|---|
|
Customer Orders (n) |
(n) represents the total number of customer and service orders for this account. |
|
Number |
System-assigned identifying number for the order. - To access the Customer Order form and view the order details for a customer order, select the order number.
|
|
Order Type |
Type of order:- Product Order for a product that you sell.
Order for a product that you sell. |
|
Contact |
Name of the customer contact that is associated with the order. To view the details for the contact, select the contact name. |
|
State |
State of the product or service order. To learn more, see these two topics:- Customer order states |
|
Field |
Description |
|---|---|
|
Number |
System-assigned identifying number for the customer service case:- To view the details for a customer service case, select the case number.
|
|
Short description |
Short description of the customer service case. |
|
Contact |
Name of the customer contact that is associated with the customer service case. To view the details for the contact, select the contact name. |
|
State |
State of the customer service case. To learn more, see Case states. |
|
Field |
Description |
|---|---|
|
Product Inventory (n) |
(n) represents the total number of the product inventory items that were ordered for this account. |
|
Number |
System-assigned identifying number for the product inventory item:- To view the details for a product inventory item, select the product inventory number.
|
|
Specification |
Product specification that is associated with the product inventory item. To view the details for a specification, select the specification number. |
|
Location |
Current location for the product inventory item. (empty) denotes that the product inventory item hasn’t yet been installed at the customer site. |
|
State |
State of the product inventory item. Installation Pending denotes that the installation of the product inventory item is pending at the customer site. |
|
Field |
Description |
|---|---|
|
Installed Base Items (n) |
(n) represents the total number of the base items that were installed for this account. |
|
Number |
System-assigned identifying number for the installed base item:- To view the details for an installed base item, select the installed base item number.
|
|
Configuration Item |
System-assigned identifying number for the configuration that is associated with the installed base item. To view the details for a configuration item, select the configuration item number. |
|
Contact |
Name of the customer contact that is associated with the order. To view the details for the contact, select the contact name. |
Related topics
---
title: Review an account using the 360 View
description: Review a customer or partner's account by using the 360 View in the Order Management application. You can track the service contracts of your customers or partners. You can also view customer and service orders, cases, products, and equipment to see how you can improve your customer service.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/review-customer-account-360-view.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 5
breadcrumb: [Reviewing customer or partner accounts, Order Management, Use, Sales Customer Relationship Management]
---
# Review an account using the 360 View
Review a customer or partner's account by using the 360 View in the Order Management application. You can track the service contracts of your customers or partners. You can also view customer and service orders, cases, products, and equipment to see how you can improve your customer service.
## Before you begin
Role required: order\_approver, order\_viewer, sn\_ind\_tmt\_orm.order-fulfillment\_agent, sn\_ind\_tmt\_orm.order\_fulfillment\_manager, sn\_ind\_tmt\_orm.service\_order\_agent, or sn\_ind\_tmt\_orm.service\_order\_manager
## Procedure
1. Navigate to **All** > **Customer Order Management** > **Workspace** > **Configurable Workspace Home**.
2. From the **Configurable Workspace Lists** tab \[Omitted image "list-outline-24.svg"\] Alt text:, select **Customer**, and then select **Accounts**.
3. In the Accounts list, select a customer account.
**Note:** You can also access an existing customer account by selecting a customer account link in the Account column of the Orders, Customer Orders, or Service Orders lists in the Configurable Workspace Lists.
4. In the Account Information form, in the Customer Summary section, review the general customer details for the selected account.
<table id="table_em2_fg2_5tb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Account
</td><td>
Name of the customer or partner, and the name of the primary contact for the account. To view the details for the primary contact, including the account, title, email, phone numbers, and time zone, select the contact name.
</td></tr><tr><td>
Contacts
</td><td>
Name of each contact for the account.- To access the Customer Contacts form so that you can view all contacts for the account, select **View All**.
- To view the details for a contact when you are in the Customer Contacts form, select the contact name.
</td></tr><tr><td>
Contracts
</td><td>
Name of the contracts, if any, that are associated with this account. - To view the details for a contract, select the contract number.
- To view all contracts for the account, select **View All**.
</td></tr></tbody>
</table>5. In the Overview section, in the **Customer Orders** field, review the customer and service orders for the selected account.
<table id="table_igl_yng_vtb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Customer Orders \(n\)
</td><td>
\(n\) represents the total number of customer and service orders for this account.
</td></tr><tr><td>
Number
</td><td>
System-assigned identifying number for the order. - To access the Customer Order form and view the order details for a customer order, select the order number.
- To access the Service Order form and view the order details for a service order, select the order number.
- To access the Customer Orders form to view all orders for the account, select **View All**. To view the detailed information for an order when you are in the Customer Orders form, select the order number.
</td></tr><tr><td>
Order Type
</td><td>
Type of order:- **Product**
Order for a product that you sell.
- **Service**
Order for a product that you sell.
</td></tr><tr><td>
Contact
</td><td>
Name of the customer contact that is associated with the order. To view the details for the contact, select the contact name.
</td></tr><tr><td>
State
</td><td>
State of the product or service order. To learn more, see these two topics:- [Customer order states](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/order-mgt-state-values.md)
- [Service order states](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/service-order-mgt-state-values.md).
</td></tr></tbody>
</table>6. In the Cases section, review the customer service cases, if any, for the selected account.
<table id="table_mvv_1sg_vtb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Number
</td><td>
System-assigned identifying number for the customer service case:- To view the details for a customer service case, select the case number.
- To view all the customer service cases for the account, select **View All**.
</td></tr><tr><td>
Short description
</td><td>
Short description of the customer service case.
</td></tr><tr><td>
Contact
</td><td>
Name of the customer contact that is associated with the customer service case. To view the details for the contact, select the contact name.
</td></tr><tr><td>
State
</td><td>
State of the customer service case. To learn more, see [Case states](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/r_CustomerServiceCaseStates.md).
</td></tr></tbody>
</table>7. In the Product Inventory section, review the product inventory items for the selected account.
<table id="table_sp2_zsg_vtb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Product Inventory \(n\)
</td><td>
\(n\) represents the total number of the product inventory items that were ordered for this account.
</td></tr><tr><td>
Number
</td><td>
System-assigned identifying number for the product inventory item:- To view the details for a product inventory item, select the product inventory number.
- To view all the product inventory items for the account, select **View All**.
</td></tr><tr><td>
Specification
</td><td>
Product specification that is associated with the product inventory item. To view the details for a specification, select the specification number.
</td></tr><tr><td>
Location
</td><td>
Current location for the product inventory item. **\(empty\)** denotes that the product inventory item hasn’t yet been installed at the customer site.
</td></tr><tr><td>
State
</td><td>
State of the product inventory item. **Installation Pending** denotes that the installation of the product inventory item is pending at the customer site.
</td></tr></tbody>
</table>8. In the Installed Base Items section, in the Product Inventory section, review the installed base items for the selected account.
<table id="table_r1r_xng_vtb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Installed Base Items \(n\)
</td><td>
\(n\) represents the total number of the base items that were installed for this account.
</td></tr><tr><td>
Number
</td><td>
System-assigned identifying number for the installed base item:- To view the details for an installed base item, select the installed base item number.
- To view all the installed base item numbers for the account, select **View All**.
</td></tr><tr><td>
Configuration Item
</td><td>
System-assigned identifying number for the configuration that is associated with the installed base item. To view the details for a configuration item, select the configuration item number.
</td></tr><tr><td>
Contact
</td><td>
Name of the customer contact that is associated with the order. To view the details for the contact, select the contact name.
</td></tr></tbody>
</table>
**Parent Topic:**[Reviewing customer or partner accounts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/reviewing-customer-accounts.md)
**Related topics**
[Configuring Order Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/order-mgt-configuring.md)
[Order management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/explore-order-management.md)
| title | Review an account using the 360 View |
| description | Review a customer or partner's account by using the 360 View in the Order Management application. You can track the service contracts of your customers or partners. You can also view customer and service orders, cases, products, and equipment to see how you can improve your customer service. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/order-management/review-customer-account-360-view.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 5 |
| breadcrumb | Reviewing customer or partner accountsOrder ManagementUseSales Customer Relationship Management |