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CSM Configurable Workspace › Configure agent workspaces › Configure › Public Sector Digital Services \(PSDS\)
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Relabel CSM Configurable Workspace items after upgrade

After you upgrade your instance for the first time, you can relabel certain items in the CSM Configurable Workspace for public sector use.

Before you begin

Role required: admin

About this task

Certain menus and menu items in the CSM Configurable Workspace are relabeled for public sector use. However, after upgrading your instance, those items revert to the original labels used for Customer Service Management (CSM). You can relabel the following items for public sector use by changing them in the UX List Categories for Customer and Service Organizations.

CSM labelChange to public sector label
AccountsBusinesses
ConsumersConstituents
Internal Business LocationInternal Agency
External Business LocationsExternal Agency
Service Organization External StaffExternal Staff

Procedure

  1. Navigate to All > System Definition > Tables.

  2. In the Tables context menu, select Label and in the Search box enter *UX list to search for lists, then select the UX List Category record.

  3. In the UX List Category record, scroll down to the Related Links section and select Show List.

    1. In UX List Categories, select the Customer record.

    2. In the UX List Category for Customer form, go to the UX Lists section and select the Consumers record.

    3. In the Title field of the UX List Category for Consumers form, change Consumers to Constituents and select Update.

  4. In UX List Categories, select the Accounts record.

    1. In the Title field of the UX List Accounts form, change Accounts to Businesses.

    2. Select Update.

  5. In UX List Categories, select the Service Organizations record.

    1. In the Title field of the UX List Service Organizations form, change Service Organizations to Agency.

    2. Select Update.

  6. In the UX List Category Agency form, go to the UX Lists section and do the following:

    1. Select the Internal Business Location record.

    2. In the Title field of the UX List Internal Business Location form, change Internal Business Location to Internal Agency.

    3. Select Update.

    4. Return to the UX Lists section, and repeat steps a through c for the External Business Location record.

      In the Title field, change External Business Location to External Agency.

    5. Return to the UX Lists section and repeat steps a through c for the Service Organization External Staff record.

      In the Title field, change Service Organization External Staff to External Staff.

Parent Topic:Set up the CSM Configurable Workspace for Public Sector Digital Services