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CSM Simulator Task - Special Handling Notes Simulator Task

ABC Corp would like to make sure that their Customer Service Agents are aware of special conditions regarding their products and customers.  They would like to use Special Handling Notes so agents must acknowledge any important notes about the custom...

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Close interaction tab on submission of a request

Hi Folks, I have a custom workspace in which if we click a button it will open a record producer within the workspace. Requirement is to close the workspace tab after submission of the request.Screenshots below.  on click of submit particular tab in ...

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Teja45 by Tera Contributor
  • 1350 Views
  • 4 replies
  • 0 helpfuls

How to hide record information cards

Hello. I am using a translator, so sorry if it is difficult to understand.I have a question about the record information in the configurable workspace.I have this set up in the UX Ribbon configuration module, but the user card is displayed.   Please ...

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omtrmtr by Tera Contributor
  • 900 Views
  • 1 replies
  • 0 helpfuls

Change label in external External login screen

We have a requirement to change the label of "External login" used in the CSM portal, when you click user external login link.On there we want to change the label of the field User ID. but cannot find where this is coming from. Steps 1) if you have m...

cloudv by Tera Contributor
  • 1226 Views
  • 3 replies
  • 0 helpfuls

Agent Workspace Customization

Any has done customization on Agent Workspace? Just need some ideas on how we can simplify how it looks for our teams. Thanks.

MonetteP by Tera Contributor
  • 661 Views
  • 1 replies
  • 0 helpfuls

Resolved! CSM Simulator Task 4 Create Account Contact Relationships

Hi, I am stuck in this task in the CSM Simulator. It seems easy. The simulator keeps giving me the "Verify that the Contact Relationship has been created correctly."The tasks are:Associate Ursula with the parent account, ABC Corp, by creating a new C...

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gab7001 by Tera Contributor
  • 3878 Views
  • 4 replies
  • 3 helpfuls