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CRM and Industry solutions
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Financial Services Operations
113 PostsField Service Management
503 PostsHealthcare and Life Sciences
57 PostsManufacturing
73 PostsPublic Sector Digital Services
26 PostsRetail & Hospitality
22 PostsSales Customer Relationship Management
163 PostsTechnology Provider
134 PostsTelecommunications
365 PostsCRM & Industry Workflows PACs
Private Community forum where members of the CRM and Industry Workflows PACs can view presentations ...
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Activity in CRM and Industry solutions
Featured Help shape the Future of ServiceNow Retail & Hospitality!
We’re inviting professionals from Retail and Hospitality operations to join our research participant pool. This initiative aims at understanding what truly makes retail operations experiences at HQ and stores exceptional. By signing up, you’ll gain e...
- blog
Best solution for delivery process in FSM
Hi,I need to define a technical solution for the process of delivering assets from the warehouse to the point of sale (location), including order preparation, DDT generation, tracking and handling. The aim is to minimise customisation and make the mo...
- Question
Asset shipment - Transfer Order
Hi all, We are trying to manage the asset transfer from a stockroom to a client location using OOB transfer order.It is possible to use "Service location" and "Distribution channel" OOB functionalities to manage the asset transfer from stockroom to c...
- Question
What's New in the Australia Release for Technology Provider Service Management
The Australia release for Technology Provider Service Management delivers nine enhancements for high tech companies and MSPs tackling three persistent problems: CSM teams buried in admin work, service connections that still require too much manual se...
- Article
Need to migrate 300 catalog items with flows from one instance to another instance.
In Servicenow, there are 300 catalog items. Those needs to be migrated from one servicenow instance to another servicenow instance. There are flow designers connected to 300 catalog items individually. How to move complete catalog items and flows fro...
- Question
🚀 Automating Task Plan Templates in ServiceNow: A Game Changer for FS Case Management
Task Plan Templates are one of the most impactful features for streamlining case management in ServiceNow. As discussed in the below video, these templates allow process owners to predefine sets of tasks that can be applied to cases based on specific...
- Article
Unable to Edit or Delete my Post
Hello Community,Hope you are doing well!I have created a post which describes about Partner Accounts in CSM. Now I want to add some more info to it.But, I am unable to Edit or Delete the Post.Can I get any information on this.Many Thanks in Advance!R...
- Question
Error Posting YouTube Video to Zurich ServiceNow Community
I'm a community manager at a company using ServiceNow Community Platform - Zurich edition.I am having trouble creating a video post in my community. The steps in the platform are:Click the link to upload a video (but you don't upload a video file ac...
- Question
- Communities
FSO related , in workspace i created a fraud case . State is work in progress.. how can i chng state
Hey how to change the state in workspace , I have created the fraud case state is work in progress hw to change it next .
- Question
Resolved! Can't display this list. com.glide.ui.graphql.listLayout.ListLayout::getLayoutQuery
I am experiencing this "Can't display this list. Method invocation failure for: Can't display this list. com.glide.ui.graphql.listLayout.ListLayout::getLayoutQuery" issue using CSM/FSM Configurable Workspace. This issue only happens occasionally and ...
- Question
order management
Hi Folks,After completing an order in CSM workspace, line items are not visible.but the same line items are visible in platform/form view.its showing can't display the list. regards,Rudhi
- Question
Instance clone & migration suggestion
Hi All,1.How can we clone ServiceNow instances from different organizations ?2. How can we migrate Open tickets from one ServiceNow instance to another ServiceNow Instance ?Tickets might have KB articles, attachment , email and child tickets as well....
- Question
Customer Service Management (CSM) Welcome Guide
Welcome to ServiceNow CSM! Are you ready to start your Customer Service Management (CSM) implementation journey? With ServiceNow CSM, you’ll empower employees to address customer needs quickly and proactively, connecting your entire organization to d...
- Article
- Customer Service Management
What's New in Australia Q1 '26 Release for CSM
Every release cycle, there's a moment when the features we've been working toward finally ship, and this one is significant. The Q1 '26 Australia release for Customer Service Management brings capabilities I've genuinely been eager to see in the hand...
- blog
- Contact Center
- Customer Service Management
- Now Assist for CSM
- self-service
How are you keeping agents on top of aging cases? Looking for tools, views, and AI ideas
Hey all,Looking for some collective wisdom from other CSM/ITSM admins and support leaders. We've been seeing a recurring pattern that I'd love to hear how others are solving:The problemCustomers are increasingly reporting that Support hasn't responde...
- Question
- Case Management
Transfer interaction to agent only within same group
When on an interaction, an agent uses the Transfer to agent function but the list of available agents shows all online agents from all groups. They want it to only show online agents in the group that the interaction is assigned to. Is this possible?
- Question
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