Create a case for install base from the Customer Service homepage

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Create a case about a question or issue on your install base from the Customer Service homepage.

    Avant de commencer

    Role required: sn_customerservice.customer, sn_customerservice.partner, sn_customerservice.customer_admin, or sn_customerservice.partner_admin

    Pourquoi et quand exécuter cette tâche

    Install base enables you to track which instances have been provisioned for your account and the products and services that run on them.

    Procédure

    1. Navigate to the Customer Service homepage.
    2. Click Create Case for Install Base.
    3. Fill out the fields on the form, as required.
      Tableau 1. Create Case form
      Field Description
      Product The sold product you have a question on or issue with.
      Install Base The install base item you have a question on or issue with.
      Priority The assigned priority:
      • 1 — Critical
      • 2 — High
      • 3 — Moderate
      • 4 — Low (default)
      Subject A brief description of the question, issue, or problem.
      Description A more detailed description of the customer question, issue, or problem.
      Remarque :
      Currently, the Save as Draft option is not optimized for Customer Service Management portals and, it is inactive by default.
    4. Select Submit.
      The case is created, assigned a case number, and added to the user's case list. Click My Cases at the top of the customer portal to view the Cases list.