View customer or consumer data

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

始める前に

Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

手順

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