Display my Partner/Customer Cases on OOB CSM Portal
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11-18-2022 03:01 AM
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
as well as all Assets tied to his account.
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
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:
But when I got to all Cases I dont see all Cases, only the ones from the Account "Item Partner 1"
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 🙂
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12-02-2022 03:56 AM
Do you have any updates maybe?
Thx