Create cases for channel partners

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Create customer service cases for channel partners to manage customer queries and offer resolution.

    Before you begin

    Role required: sn_prm.enterprise_partner_rel_manager or sn_prm.enterprise_partner_agent

    About this task

    Procedure

    1. Navigate to the CSM/FSM Configurable Workspace and select the list view.
    2. Select Cases from the Partner Relationship Management module.
    3. Select New.
    4. On the form, fill in the fields.

      To learn more about the fields on the case form, see Case form.

    5. Select Save.