Consumer Service Portal changes
Summarize
Summary of Consumer Service Portal changes
The activation of the Customer Household Data Model plugin enhances the Consumer Service Portal by allowing users to view and manage household information and cases for household members. This functionality is essential for consumers who belong to multiple households, enabling them to effectively manage their service requests.
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Key Features
- Viewing Household Information: Consumers can see their primary household and a list of all households they belong to in their user profile.
- Household Members Access: Heads of households have access to a Support menu item to view all current household members.
- Case Creation: Heads of households and authorized representatives can create cases on behalf of other household members, with the ability to select the relevant consumer when submitting a case.
- Case Management: Consumers can view all cases associated with their household or their own cases, and they can add comments, attach files, and manage case statuses.
Key Outcomes
By utilizing the Customer Household Data Model plugin, consumers can efficiently manage multiple household cases on the Consumer Service Portal, improving service workflows and ensuring better communication and support for all household members.
Activating the Customer Household Data Model plugin lets you view households and their members on the Consumer Service Portal, and also view or create cases for household members.
Viewing multiple households on the portal
- The consumer's primary household in the Primary Household field.
- The households that the consumer belongs to in the Households list.
Viewing household members on the portal
For consumers who are the head of household, the Support menu includes the Household Members menu item, which lists all current members of the household.
Selecting this menu item displays a page that lists the members of the households where the logged-in consumer is the head of the household.
Creating cases for other members of a household or other consumers
- A consumer who is the head of a household can create cases for other members of the household.
- A consumer who is an authorized representative for another consumer can create cases on behalf of that consumer.
- If the logged-in consumer belongs to only one household, the household is automatically added to the case when it’s submitted.
- If the logged-in consumer belongs to more than one household, the correct household can be selected in the Household field on the record producer.
- If the household is selected first, the consumers listed in the Consumer field are restricted to the current members of the household.
Viewing and updating cases on the portal
- All Cases: Cases that belong to their household or that belong to consumers with which they’re an authorized representative.
- My Cases: Cases created by the logged-in consumer.
- Add comments and attachments.
- Accept or reject a solution.
- Close a case.
Consumer case information
When the Customer Household Data Model plugin is activated, the Ticket Fields details tab includes the Consumer field.