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Outsourced Service Provider agent tasks › Manage cases › Use › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

View account or consumer assets

An OSP agent can view the assets owned by an account or consumer which helps in creating or fulfilling a case.

Before you begin

Role required: sn_csm_ocs.ext_agent

Procedure

  1. Navigate to All > Outsourced Customer Service > Cases.

  2. Open a case and click the preview icon next to the Account or Consumer field.

  3. Click Open Record.

  4. Click Assets related list.

    The list of assets belonging to the account or consumer is visible.

  5. Click on an asset to view the read-only fields.