Access the business location 360 page in the Customer Service Management (CSM) application as a customer service agent. You can get a comprehensive, 360-degree view of the business location issues all in one place.

Vorbereitungen

Role required: sn_customerservice_agent, svc_location_consumer_agent, sn_customerservice.svc_location_agent, and admin

Warum und wann dieser Vorgang ausgeführt wird

As a customer service agent (sn_customerservice_agent), you can use the business location details to provide the case resolutions or create cases for a business location.

Prozedur

1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
2. On the Lists tab, select Cases > All.
3. In the Cases list, select a case record with a business location.
4. Access the Business Location 360 page by selecting the Business Location tab.