---
title: Review an account by using the 360 View in Proactive Service Experience Workflows
description: Review a customer or partner's account by using the Operations 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
release: australia
product: Product Support for Technology
classification: product-support-for-technology
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 2
breadcrumb: [Review customer or partner accounts, Proactive Service Experience Workflow, Use, Product Support for Technology]
---

# Review an account by using the 360 View in Proactive Service Experience Workflows

Review a customer or partner's account by using the Operations 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\_ind\_tsm\_core\_noc\_agent

## Procedure

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

2.  From the Service Operations Workspace **Lists** tab, click **Accounts** > **All**.

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

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

4.  In the Account Information page, in the Customer Summary section, review the general customer details for the selected account, such as Active status of the customer, Rank tier, and the number of employees.

    If this account has any escalations, you can view it by clicking **View Escalations**. In the Overview section, view the insights into account information.

<table id="table_em2_fg2_5tb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Account Team Members

</td><td>

Team members of this customer. Click **View all** to see the list of all the team members.

</td></tr><tr><td>

Key Customer Contacts

</td><td>

Important contacts of this customer. Click **View all** to see the list of all the key customer contacts.

</td></tr><tr><td>

Single Score Cards

</td><td>

-   Contracts
-   Entitlements
-   CSAT

**Note:** Results are from the assessments tied to the out-of-the-box Customer Satisfaction Survey provided by the Core CSM plugin.

-   Escalation Cases
-   Sold Products
-   Install Base
-   Assets
-   Configuration Items


</td></tr><tr><td>

On-going Technical Support Work

</td><td>

-   Closed Tasks
-   Weekly New Tasks vs Closed Tasks
-   Current Month Task SLA Achievement


</td></tr><tr><td>

Changes

</td><td>

Change requests raised by your account

</td></tr><tr><td>

Problems

</td><td>

Problems related to the account

</td></tr><tr><td>

Incidents

</td><td>

Incidents related to the account

</td></tr><tr><td>

Incidents SLA

</td><td>

Incident SLAs related to the account

</td></tr><tr><td>

Outages

</td><td>

Outages related to the account

</td></tr><tr><td>

Requests

</td><td>

Requests related to the account

</td></tr><tr><td>

Cases

</td><td>

Cases related to the account

</td></tr><tr><td>

Contextual Side-panel

</td><td>

-   Attachments
-   Templates
-   Account Assist

**Note:**

You can also search for Major Incidents, Major Cases, Knowledge, Articles, or Catalog Items.

</td></tr></tbody>
</table>5.  In the Related Records page, the default lists provided are:

    -   Users
    -   Contacts
    -   Account Addresses
    -   Product Models
    -   Vendor Catalog Items

**Parent Topic:**[Reviewing customer or partner accounts in Proactive Service Experience Workflows](../concept/reviewing-customer-accounts-360.md)