View customer or consumer data

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

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

    시작하기 전에

    Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

    프로시저

    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