---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create a case for install base from the Customer Service homepage

# Create a case for install base from the Customer Service homepage {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a case regarding a question or issue on your install base from the Customer Service homepage.

## Before you begin

Role required: sn_customerservice.customer, sn_customerservice.partner,
sn_customerservice.customer_admin, or sn_customerservice.partner_admin

## About this task

Install base enables you to track which instances have been provisioned for your
account and the products and services that run on them.

## Procedure

1. Navigate to the Customer Service homepage.
2. Select Create Case for Install Base.
3. Fill out the fields on the form, as required.  
   {#create-case-install-base__table_czw_ftc_nr__entry__2}

   | Field | Description |
   |-|-|
   | Product | The sold product you have a question on or issue with. |
   | Install Base | The install base item that you have a question on or issue with. |
   | Priority | The assigned priority: * 1 --- Critical * 2 --- High * 3 --- Moderate * 4 --- Low (default) {#create-case-install-base__ul_ubl_rm5_4t} |
   | Subject | A brief description of the question, issue, or problem. |
   | Description | A more detailed description of the customer question, issue, or problem. |
   [Table 1. Create Case form]

   {#create-case-install-base__table_czw_ftc_nr}  
   Note:  
   Currently, the Save as Draft option is not optimized for Customer Service Management portals and it is inactive by default.
4. Select Submit.  
   The case is created, assigned a case number, and added to the user's case list. Select My Cases at the top of the customer portal to view the Cases list.