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How can I add fields for customer context in CSM

Andrea Alvarado
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August 6, 2026

Hey! I have some issues with the fields visible to the customer in my Customer Service Management space. I am trying to share the start and due dates with the client, but I am unable to give them access to that information. 

Side note: I am using Customer Service Management because we have a service management space for our company collaborators, and we want to keep it separate to ensure information is not getting crossed between the two.Start date add.jpeg

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Alan Bruce
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August 6, 2026

Hello @Andrea Alvarado 

The only way I know of to currently do this would be to have an Automation add that information as a 'Reply to Customer' comment. 

There is no way currently to show those fields from the customer portal view as it would get extremely cluttered.

Andrea Alvarado
I'm New Here
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August 6, 2026

Oh, well then. Thank you for your help.

Like Marc -Devoteam- likes this

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