How do I view case details in the Cases Module of the Partner Portal?
Follow these steps to view a case in the Partner Portal:
- Log in to the Partner Portal. The Partner Portal dashboard opens.
- Click the Cases module in the top menu bar. The Cases List View opens.
- Click on the case you want to view from the Cases List View. The case details view page opens.
- View the following details about a case:
- Summary: A brief description of the case, providing an overview of the issue or request.
- Case Title: The title that identifies the case, helping you distinguish it from others.
- Status: The current progress of the case, such as Open, In Progress, or Resolved.
- Priority: The urgency of the case, which you selected, such as Urgent, High, Medium, or Low based on its importance.
- Partner Contact: The name of the person who created the case
- Contact Name: The name of the individual associated with the organization name.
- Partner Organization: The name of the organization to which the partner belongs.
- Organization Name:The name of the organization you added while creating the case.
- Case ID: A unique identifier assigned to the case for reference.
- Ticket Category: The type of case, such as Sales, Implementation, Support, or Customization Service.
- Comments: Displays the conversation or notes exchanged within the case, helping you track all discussions.
- Documents: Shows any documents or files that have been uploaded or shared in the case.
- Updates: Tracks changes in the status or progress of the case, keeping you informed about its evolution.
- Touch Points: Highlights key actions, interactions, or milestones related to the case.