Customer service agent tasks

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Customer Service Agent Tasks

    Customer service agents can efficiently manage customer projects and create cases related to those projects and tasks. To perform these tasks, agents must possess specific roles:sncustomerserviceagentandsncustomerservice.projectstakeholder.

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    Key Features

    • View Customer Projects: Agents can access a list of customer projects through Customer Service > Projects > All. They can click on any project to see details, including tasks and contacts, but have read-only access.
    • View Projects Linked to Customer Accounts: From a customer account record, agents can view projects in the related list and access their details.
    • View Projects Associated with Contacts: Agents can navigate to Customer Service > Customer > Contacts to see projects and tasks linked to a specific contact, requiring potential configuration of the Contact form to display these lists.
    • Create Cases for Projects: Agents can create cases by selecting a project in the Case form. If an account is specified, they can choose from related projects; otherwise, all projects for the account are available.
    • Create Cases for Project Tasks: Agents can create cases linked to specific project tasks, selecting from tasks associated with a chosen project or all tasks for an account if no project is selected.

    Key Outcomes

    By utilizing these features, customer service agents can streamline their workflow, ensuring they have access to relevant project information and can efficiently create cases linked to both projects and tasks. This capability enhances customer service management and improves response times for customer inquiries and issues.

    A customer service agent can view customer projects and create cases for customer projects and tasks.

    An agent must have the following roles to perform the tasks described in the following table:
    • sn_customerservice_agent
    • sn_customerservice.projectstakeholder
    Table 1. Customer service agent tasks
    Task Details
    View customer projects Customer service agents can view a list of customer projects by navigating to Customer Service > Projects > All. Click a project in this list to view project details on the Customer Project form, including project tasks, project contacts, and sub projects.
    Note:
    Agents have read-only access to project details.
    View the projects and project tasks created for an account Customer service agents can see projects that are linked to customer accounts. From a customer account record, agents can see the projects for that account in the Projects related list.

    Click a project in this list to view project details on the Customer Project form, including project tasks, project contacts, and sub projects.

    Note:
    Agents have read-only access to project details.
    See the projects and project tasks associated with a contact Customer service agents can see the projects and project tasks that are associated with a contact. Navigate to Customer Service > Customer > Contacts and select a contact.
    • Click the Projects related list to see projects.
    • Click the Project Tasks related list to see tasks.
    Note:
    If necessary, configure the Contact form to add these related lists.
    Create a case for a project Customer service agents and agent managers can create cases for customer projects.
    When creating a case, the agent selects a project in the Project field on the Case form.
    • If an account has been selected in the Account field, the agent can select from the projects that are associated with that account.
    • If the Account field is empty, the agent can select from all projects that have been created for an account. Upon selection, the Account field is populated with the associated account.

    When created from a project, these fields are automatically set on the Case form.

    Cases created for a project appear in the Cases related list on the Customer Project form.
    Create a case for a project task Customer service agents and agent managers can create cases for customer project tasks.
    When creating a case, the agent selects a task in the Project Task field on the Case form.
    • If a project has been selected in the Project field, the agent can select from the project tasks that have been created for that project.
    • If the Project field is empty, the agent can select from the project tasks for all projects that have been created for an account. Upon selection, the Project and Account fields are populated with the associated project and account.

    When created from a project task, these fields are automatically set on the Case form.

    Cases created for a project task appear in the Cases related list on the Customer Project form and the Customer Project Task form.