View account or consumer assets

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • An OSP agent can view the assets owned by an account or consumer which helps in creating or fulfilling a case.

    시작하기 전에

    Role required: sn_csm_ocs.ext_agent

    프로시저

    1. Navigate to All > Outsourced Customer Service > Cases.
    2. Open a case and click the preview icon next to the Account or Consumer field.
    3. Click Open Record.
    4. Click Assets related list.
      The list of assets belonging to the account or consumer is visible.
    5. Click on an asset to view the read-only fields.