Enable external customers to create requests
Enable your external customers to create and track requests from the Customer and Consumer Service Portals.
Vorbereitungen
Role required: admin
Warum und wann dieser Vorgang ausgeführt wird
Each submitted request generates a case, with the request record associated to that
case. Customer service agents can also create requests on behalf of contacts and
consumers.
Hinweis:
This feature requires activation of the Customer Service with
Request Management plugin (com.sn_cs_sm_request).
Prozedur
Configure the Case form to display the Initiated as
request field.
When a request is created from the portal, the system creates a case for the
request and sets this field to true.
Hinweis:
The Initiated as
request field is read-only for all users.