CSM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Customer Service Management (CSM) Simulator - Create Account Teams

Hello, Looking for help with the following task:- Angie Jones is the Sales Account Manager for ABC Corp. John Jason is the Support Manager for ABC Corp. Whenever a high priority case is created for ABC Corp, Angie Jones and John Jason should be notif...

KSheoran_0-1726169969183.png KSheoran_1-1726170075899.png
KSheoran by Tera Contributor
  • 1021 Views
  • 5 replies
  • 1 helpfuls

CSM - Internal and external support, same Service desk

Hi community I know this has been brought up before, but I can't seem to find a definitive answer. I know that CSM was originally build for supporting external customers. Our Service desk is handling enquiries from both internal and external customer...

Kasper XYZ by Tera Expert
  • 1211 Views
  • 2 replies
  • 0 helpfuls

Records creating with Guest account

We're currently facing an issue where CSM tickets are being created with a guest account, and we are unable to identify the origin of these tickets. They're not being generated from any Inbound Action. After reviewing the logs, it appears that some S...

kamana26 by Tera Contributor
  • 406 Views
  • 2 replies
  • 0 helpfuls

Reference Qualifier sold product

I have a field on the case form u_sold_product which is a reference to sn_install_base_sold_product_list.How do I set a Reference Qualifier on this field to only show sold products for the account the case is for?

Jason116 by Tera Contributor
  • 376 Views
  • 4 replies
  • 0 helpfuls

Restrict Widget Access

We have a 'Knowledge Featured Article' widget on our CSM portal that we only want to be visible to customers based on the account they belong to. On the Account form, there's a field called u_account_team, which has three options:Option AOption BOpti...