View account or consumer assets

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • An OSP agent can view the assets owned by an account or consumer which helps in creating or fulfilling a case.

    Vorbereitungen

    Role required: sn_csm_ocs.ext_agent

    Prozedur

    1. Navigate to All > Outsourced Customer Service > Cases.
    2. Open a case and click the preview icon next to the Account or Consumer field.
    3. Click Open Record.
    4. Click Assets related list.
      The list of assets belonging to the account or consumer is visible.
    5. Click on an asset to view the read-only fields.