Create cases for channel partners

  • Freigeben Version: Australia
  • Aktualisiert 16. Juni 2026
  • 1 Minute Lesedauer

    • Create customer service cases for channel partners to manage customer queries and offer resolution.

    Vorbereitungen

    Role required: sn_prm.enterprise_partner_rel_manager or sn_prm.enterprise_partner_agent

    Warum und wann dieser Vorgang ausgeführt wird

    Prozedur

    1. Navigate to the CSM/FSM Configurable Workspace and select the list list icon view.
    2. Select Cases from the Partner Relationship Management module.
    3. Select New.
    4. On the form, fill in the fields.

      To learn more about the fields on the case form, see Case form.

    5. Select Save.