Review service cases for a customer's account in the Customer 360 workspace to understand account activity and any open or historical service requests.
Vorbereitungen
Role required: sn_bom.account_contributor, sn_bom.consumer_contributor
Prozedur
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Open a consumer or account record.
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Navigate to the Cases section to review service cases associated with the customer.
Cases are sorted by date and time by default, with the most recent first. Each row shows the case number, date and time, service definition, status, and assigned agent.
- Wahlweise:
To filter the case list, use the filter options to narrow cases by one or more of the following:
- Case number
- Service
- State
- Assignee
- Wahlweise:
To change the sort order of the case list, select a column header to sort by case number, date and time, case type, case status, or assigned agent.
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Select the case number to open the case record.