View or modify a case from the Business Portal

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • View or modify the information in a customer service case.

    Antes de Iniciar

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

    Por Que e Quando Desempenhar Esta Tarefa

    Depending on the role of the current user, the Case list displays:
    • Cases created by the current user (sn_customerservice.customer)
    • Cases related to the current user's account (sn_customerservice.customer_admin)
    • Cases related to the current user's account as well as partner accounts (sn_customerservice.partner, sn_customerservice.partner_admin)

    Procedimento

    1. Select Requests > View submitted requests > View cases & tasks in the portal header.
    2. Select the desired case number to open the case view page.
    3. Post required comment on the Activity tab or upload attachment on the Attachments tab.
      All other fields on the form are read-only.
    4. Select Send.