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Using CSM for internal processes (and with internal users)

Hi,I have a bit of a problem. I'm consulting (and implementing) at a customer who just got ServiceNow. There's another consultant of a different company in the project, who has much more experience than me. This consultant suggested that the customer...

Hans Peter by Tera Contributor
  • 5582 Views
  • 5 replies
  • 2 helpfuls

AWA Reassign

#Role: You are a ServiceNow technical expert in CSM who needs to troubleshoot the issue below and come up with a solution.   #Problems to troubleshoot:We have two case types: "complaints and escalations," which is OOB, and another custom-created, "te...

service12 by Tera Contributor
  • 182 Views
  • 1 replies
  • 0 helpfuls

CSM Escalation Case - Collaboration Manager Field Availability

Hi All,I am not a CSM expert and I have a question.  We are trying to solve for a visibility issue once a CSM case is escalated.  Once the CSM case is to be Escalated, the "Tier 1" needs to have visibility to the escalated case so they can add commen...

melphoenix by Mega Explorer
  • 127 Views
  • 1 replies
  • 0 helpfuls

CSM Workspace - New Tab Case Selector

When selecting the + button (chrome_tab) within CSM Workspace and choosing 'New Case', I want to force the Case Type Selector, the same way you would through the 'Create Case' buttons. How can this be achieved?  

Taylor Jack by Tera Contributor
  • 460 Views
  • 4 replies
  • 0 helpfuls

Resolved! Email Templates Not Applying from Email Tab in CSM/FSM Workspace

Hi Everyone,I am facing an issue while trying to apply email templates from the Email tab in CSM/FSM Workspace. When I click on the “Apply email templates” icon within the email composer, the templates are not being applied as expected. Steps to Repr...

NaveenPrasU by Tera Contributor
  • 978 Views
  • 11 replies
  • 0 helpfuls

Associating address with an account

Hi, I want to associate multiple addresses with an account like billing address, shipping address, site address etc. The OOTB table provided for the same is account_address_relationship table. However, whenever I try to create an entry into that tabl...

snehapatel by Tera Contributor
  • 282 Views
  • 2 replies
  • 0 helpfuls

Service Portal text box text disappears

I am facing an issue in Service Portal where the text entered in a widget textbox disappears within a few seconds. This happens only in one instance, but in another instance the same widget works correctly. The widget code (client, server, HTML) is i...

Aiswaryak by Tera Expert
  • 300 Views
  • 3 replies
  • 0 helpfuls

Service Portal text box text disappears

I am facing an issue in Service Portal where the text entered in a widget textbox disappears within a few seconds. This happens only in one instance, but in another instance the same widget works correctly. The widget code (client, server, HTML) is i...

Aiswaryak by Tera Expert
  • 348 Views
  • 5 replies
  • 0 helpfuls

Show the Context variable data to agent in Pre-chat Survey

We have created a pre-chat survey with survey questions by creating & adding the context variable to each questionIn Pre-Chat Survey Configuration, can we show the Context variables to agent like category, issue selected after the agent chat initiate...

Yathvika by Tera Contributor
  • 128 Views
  • 1 replies
  • 0 helpfuls