View all cases from the Consumer Portal
View all cases submitted from the Consumer Portal, including case details, agent conversations, and current status.
Before you begin
Role required: none
About this task
Note: View all cases menu item is visible only when the Customer Service with Request Management (com.sn_cs_sm_request) plugin is inactive.
Selecting a case opens a form with the following sections:
- A conversation that displays the interaction between the consumer and the customer service agent.
- The action that must be taken on the consumer's part, such as accepting or rejecting a solution.
- The case details, including the case number and current status.
- Any attached files.
Procedure
Log in to the Consumer Portal.
Navigate to Requests > View submitted requests > View all cases in the portal header.
Select any case to view more information about the case.
Enter a message for the agent and select Send.
Your message becomes part of the case conversation. All responses from the agent are also included in the conversation.
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