Display my Partner/Customer Cases on OOB CSM Portal

Stefan Berger
Tera Contributor

Hi Guys,

 

I am exploring the Standard CSM Portal an a dev Instance.

I have setup a contact "Thomas Müller" his Account is "ITEM Kunden Account Nr1" and he has the role

"sn_customerservice.customer"

The CSM Portals shows as expected all cases of his account 

StefanBerger_0-1668768483316.png

 

as well as all Assets tied to his account.

StefanBerger_1-1668768706051.png

 

 

Then I have setup another contact "Thomas Partner " his Account is "Item Partner 1" and he has the role 

sn_customerservice.partner

Between the Accounts a Relationship was created 

 

StefanBerger_2-1668768825677.png

The account "Item Partner 1" has both flags, customer and partner checked.

 

When I log in as Thomas Partner on the CSM Portal I can see all Assets from both accounts as expected:

 

StefanBerger_3-1668768973073.png

 

But when I got to all Cases I dont see all Cases, only the ones from the Account "Item Partner 1"

 

StefanBerger_4-1668769059329.png

 

My question would be:

Why dont I see cases from the Account "ITEM Kunden Account Nr1" when I go to All Cases?

 

Bonus question:

Where is the filter query defined in the Assets and Cases Table? 

 

Thanks for any help on this Topic 🙂 

 

 

 

 

 

 

5 REPLIES 5

Do you have any updates maybe?

Thx