Create a case from the Consumer Service Portal

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Users with the consumer role can create cases from the Consumer Service Portal.

    Before you begin

    Role required: sn_customerservice.consumer

    Procedure

    1. Log in to the Consumer Service Portal.
    2. Select Get Help in the portal header.
    3. Choose between Get Product Help and Get Order Help.
    4. Enter or search for a customer.
    5. Enter a product or an order depending on what you selected above.
    6. Enter a brief description in the Subject field.
      Note:
      When you start entering the subject, the application searches for the relevant content in the knowledge bases configured for portal and is displayed in the Related Content list.
    7. Add a description in the Description field and add any attachment.
      Note:
      Currently, the Save as Draft option isn't optimised for Customer Service Management and, it inactive by default.
    8. Select Submit.

    Result

    The new case is created and added to the Cases list. To view the case, click the link in the case creation message or click Cases in the portal header and then click the case number.