Create cases for channel partners

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • Create customer service cases for channel partners to manage customer queries and offer resolution.

    Antes de Iniciar

    Role required: sn_prm.enterprise_partner_rel_manager or sn_prm.enterprise_partner_agent

    Por Que e Quando Desempenhar Esta Tarefa

    Procedimento

    1. Navigate to the CSM/FSM Configurable Workspace and select the list list icon view.
    2. Select Cases from the Partner Relationship Management module.
    3. Select New.
    4. On the form, fill in the fields.

      To learn more about the fields on the case form, see Case form.

    5. Select Save.