Consider the following scenario:
- Using a Custom Customer Center Role, Customer A'submitted a case.
- In NetSuite, navigate to Lists > Support > Cases and view the support case submitted by Customer A.
Result:
- Assigned To = Customer A
This occurs if the Customer Center Role used by the customer has a Support Rep Role. Fix this by doing the following:
1. Navigate to Lists > Relationships > Customers.
2. View the Customer record.
3. In the System Information tab > Access tab, take note of the Role the customer has access.
4. As an Administrator, navigate to Users/Roles > Manage Roles.
5. Click Edit beside the role used by the customer.
6. Unmark Support Role checkbox.
7. Click Save.
Saturday, November 17, 2018
Cases Submitted in Customer Center are Automatically Assigned to the Customer
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