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Business Portal › Customer communication › Use › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

View cases and case tasks from the Business Portal

View the list of cases and case task from the business portal to view its details.

Before you begin

Role required: sn_customerservice.customer_admin, sn_customerservice.partner, sn_customerservice.customer_case_manager, sn_customerservice.customer, sn_customerservice.consumer

About this task

If a case has one or more related records, a Related Records widget is displayed on the case view page that lists those records.

Procedure

  1. Navigate to the business portal.

  2. Select Requests > View submitted requests > View cases & tasks in the portal header.

    You can select the case type from Categories and filter the list of records before selecting a case.

  3. Select a case to view its details.

  4. For My requests, expand the Stage field to display more details about the request process.

  5. Select the X in the upper corner to close the details window.

Related topics

View or modify a case from the Business Portal

Approve, change, or registration request from Business Portal