Skip to main content
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

Contact Logged into Portal unable to see child customer cases

(0) ShareShare
ReportReport
Posted on by 272

I have an odd issue where a contact is unable to see child customer cases when logged into our Portal.

I'm guessing I need to set certain permissions and create a view but I've hit a block on both. Has anyone managed to configure this?

Thanks all

  • KK-365 Profile Picture
    1,010 on at
    RE: Contact Logged into Portal unable to see child customer cases

    If the contact is common on parent and child customer cases, you can create a seperate list which is associated with contact.

    Apply the filter related to contact.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Contact Logged into Portal unable to see child customer cases

    Hi Sam Conroy,

    Please check that did you add any filter conditions in your case list.

    For example, if you set the filter condition like the following screenshot, you could only get the cases whose customer is the logged in user:

    pastedimage1658287329054v1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Now Available: 2025 Release Wave 2

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Featured topics

Product updates

Dynamics 365 release plans