Overview of Partner SR Messages
You can send and receive attachments with the primary contact using Customer Entry and Response messages respectively. Just click the Messages subtab to open and view the messages in an SR.
The partner contact can send attachments using the Customer Entry message type. That attachment is visible only to the internal resource. The internal resource can share an attachment with the partner contact by including the attachment in a Response message.
You can compose the following types of messages for an SR.
Message Type |
What You Need to Know |
---|---|
Customer Entry |
In a partner SR, the Partner Account is considered the customer. Customer entries capture details about a customer's service problem or query. Depending on the input channel, this information might be written directly by the customer, or transcribed by the agent while interacting with the customer. |
Forward |
You can forward a note to any other user of the application through one of the two following options:
|
Internal Note |
SR owners can use internal notes to communicate with other team members who have access to the SR. A partner user can't create internal notes, though.. |
Response |
You can compose a response message to communicate with the SR contacts. You can send the response to the contact in an email template, or post it to another channel through an Application Programming Interface (API). |
To edit the text of the Internal Note and Customer Entry SR messages that you have previously created and posted, you must enable the SVC_ENABLE_MESSAGE_CORRECTION profile option. For more information about profile options, see "Profile Options for SR Management" in Related Topics.