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Forum Posts

Resolved! Email Client in "Compose" section in Record View by default

Hi all We're using CSM/FSM Configurable Workspace for both Incidents and Cases. I would like to have the mini Email client active by default in the Compose section of a record. At the moment the Email tab only appears when an agent clicks the reply b...

SN_Email_Client.png
Simon38 by Tera Contributor
  • 4670 Views
  • 11 replies
  • 8 helpfuls

Delete Attachment

Hi AllI have record producer "Reporting "associated with case table. The requirement is to delete the attachment for the case records for that related "Reporting" record producer and also know how much attachment records have been deleted. Can we ach...

Jenjoe12 by Tera Contributor
  • 727 Views
  • 1 replies
  • 0 helpfuls

Resolved! Only Case Contacts should be available in Watchlist.

Hi Everyone,On Case Watchlist, clicking on Lookup list i could see list of ALL contacts but i would like to see only case contacts.I tried changing conditions in Reference qualifier but i'm missing something.Example: if  "x" account is selected and i...

Niranjan2_0-1730466882327.png
Niranjan2 by Tera Contributor
  • 672 Views
  • 1 replies
  • 0 helpfuls

Case and Catalog task sync

I have a requirement where ,1.)when a catalog task is closed the case associated with request should automatically closed.2.) When a comment is added in case corresponding comment should flow to catalog task3.) when case is closed corresponding catal...

ashu1612 by Tera Contributor
  • 334 Views
  • 1 replies
  • 0 helpfuls

Sync between Case and Catalog Task

I have a requirement where ,1.)when a catalog task is closed the case associated with request should automatically closed.2.) When a comment is added in case corresponding comment should flow to catalog task3.) when case is closed corresponding catal...

ashu1612 by Tera Contributor
  • 443 Views
  • 1 replies
  • 0 helpfuls

Community VS Forum VS customer portal

Like the head, I would like know the difference between Community VS Forum VS customer portal.Text doesn't have any explanation about it and I feel confused. Could somebody help me about this question?Thank you.

其偉単 by Tera Expert
  • 1001 Views
  • 3 replies
  • 0 helpfuls