Using the Customer Service Portal

concept australia Updated Sep 10, 2026 2 min read use-the-customer-portal.md
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Search for information about a question or an issue, or request assistance from a customer service agent.

Your Customer Service Management Service Portal activity usually begins on the homepage. Organizations usually customize their landing pages, and logged-in users often see different information than users who are not logged in.

Note: If any active outages exist for your install base, they are displayed on the homepage.

Note: A new customer service portal experience is available on the business portal. For details, see Using the Business Portal.

From the Customer Service Portal homepage, you can access and use the following features:

UI component

Description

Knowledge

Clicking Knowledge on the header or the main page takes you to the Knowledge homepage. You can search the knowledge base or view a list of top-rated or most viewed knowledge base articles.

Requests

Displays all your requests. You can also request items and services from the catalog.

My Lists

Lists all your cases.

Case

Provides access to all cases and quick links to create a product or order case.

Support

Navigate to appointments, contacts, work orders, install base, and other quick links.The list view of the Install Base items provide details related to customers like account and contact.

Notification

Displays notifications sent for resolved cases, cases awaiting information, publications, and approvals.

Tours

View a tour for additional guidance on how the Customer Service Management application works. Your administrator determines whether tours appear on pages.

Live Chat

Click Live Chat to chat with a virtual agent or a customer service agent.

Callback request

Request a callback when the wait time to reach agents is long or agents are unavailable.

Profile menu

Click your profile photo to either view your profile or log out.

Search

Enables you to search. Either enter a keyword to use the type-ahead search or enter one or more words to view all search results.

Ask the Community

Provides access to the Community homepage where you can ask questions and get answers fast, connect with people who share similar expertise, and join forums and participate in discussions.

Get help

Click Get help to make a request or report a problem by opening a case.

Request something

Request items and services from the catalog.

Most viewed articles

View a list of the most viewed articles.

Featured articles

View featured Community content.

Most useful articles

View the most useful knowledge articles based on the usage count of the articles.

The following components are available if you have installed the Communities application:

Recent solved discussion

View a list of recently solved discussions.

Recent community blog

View a list of recently published community blogs.

Community featured content

View a list of featured community content.

**Note:** You can view the metadata for each entry in the widgets, such as the number of views, number of days from the time the article or feature was published, and rating for the article.

Related topics

Customer contact self-registration

Log in to the Customer Service Portal for the first time

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