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CRM and Industry solutions
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Activity in CRM and Industry solutions

Show Compose email on Portal Activity

Hi all, We want to display the "Compose email" attached to tickets on the customer portal. These emails are displayed in the ITSM or SOW view, but we can't figure out how to make them available on the customer portal.Can you help us ? Karine

  • Question

Task plan templates

I need to apply task plan templates to cases, work orders and work order tasks. how do apply template? related list doesn't automate the process. and where are the tasks (template items) created?

  • Question

Zurich release: Check out the new and improved documentation for a smoother MCO experience!

Hi Community,   The Manufacturing Commercial Operations (MCO) application platform is purpose-built to enhance post-sales support and streamline service operations throughout the manufacturing sector. The following is what’s new and improved in Manuf...

  • Article
  • Zurich MCO Manufacturing Commercial Operations Data Model Workflow Recall Repair Warranty Sales promotion

Service Definaton vs Service organization in CSM ?

Hello Team,  I am bit confused about this concept of Service defination and Service Organization  ? Could you please explain the real world example to understand it well.Thank you,  

  • Question
  • Customer Service Management

survey

i have a catalog order guide named psra certificate request which when requested generates four ritm for security, vendor,privacy,software so i have a survey and trigger condition is when states changes to closed complete and item is psra certificate...

  • Question

Adding AI Summary Card to a CSM Case form in UI Builder

We have recently installed Now Assist for CSM and used the OOB skill for Case Summarization.This works great in Core UI, but because (I am assuming) we have quite a heavily customised CSM Workspace Case page, the Summarize Case button isn't appearing...

  • Question

Issue with decision builder. Error "Could not update the decision"

Hi, I am facing this issue after I upgrade the instance to Washington DC release. Especially the order management application to 7.0.0 (latest) version. I am trying to set up the conditions in decision builder but it is not allowing me to save it wit...

  • Question

Improving efficiency with assignment assistance

Efficiency and precision in task assignment can significantly impact overall productivity. One of the key challenges dispatchers face is determining the most suitable agent for a specific work order task. This is where assignment assistance comes int...

  • Article

CSM/FSM Contextual Sidebar cannot reorder

Hi,  We are trying to reorder our contextual sidebar in our CSM FSM Workspace. We need to make the attachment as the first sidebar to be seen in the record as an example.   We already change the order of record information and attachment in below tab...

  • Question

Visibilty of records based in group membership

Hello community experts,I have a question. So here it goes, I have a case table with multiple cases, Now I want members from assignment group with prefix "LEGAL" should be able to see the cases that belong to their service 'service  = Legal request' ...

  • Question
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