View customer or consumer data

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

    • As an OSP agent, you must view the customer or consumer data to fulfill cases.

    Vorbereitungen

    Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

    Prozedur

    1. Navigate to Outsourced Customer Service > Cases > All.
    2. Open a case and click the preview icon next to the Account or Contact field.
    3. Click Open Record.
      The following related lists are visible for you to work on and fulfill the cases:
      • Contacts
      • Addresses
      • Cases
      • Assets
      • Contracts
      • Entitlements
      • Account Relationships
      • Sold Products and
      • Install Base