View customer or consumer data

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: sn_csm_ocs.ext_manager or sn_csm_ocs.ext_agent

    Procedimento

    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