View customer or consumer data

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As an OSP agent, you must view the customer or consumer data to fulfill cases.

    Before you begin

    Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

    Procedure

    1. Navigate to Outsourced Customer Service > Cases > All.
    2. Open a case and click the preview icon next to the Account or Contact field.
    3. Click Open Record.
      The following related lists are visible for you to work on and fulfill the cases:
      • Contacts
      • Addresses
      • Cases
      • Assets
      • Contracts
      • Entitlements
      • Account Relationships
      • Sold Products and
      • Install Base