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

Forum Posts

AWA not assigning next ticket in queue

Hello all, Recently, after a month of use of AWA we started having an issue.Lets say we have 2 New INC in worklist. Agent goes Available and get 1st incident but never gets second, even if another agents put themselves available the second New ticket...

RonieCarter by Mega Contributor
  • 881 Views
  • 2 replies
  • 1 helpfuls

Resolved! How to bypass SSO on Customer Service Portal ?

I have installed 'Customer Service Management'  plugin in my dev environment. We are trying to bypass the SSO when logging in to CSM portal 'instance.com/csm' , it always takes us through SSO. From other community articles, I came across a solution t...

Catalog Builder Update sets post-Tokyo

A feature of the Tokyo upgrade is the new automatic creation of update sets for any work undertaken on the Catalog Builder application. Is it possible to disable this and keep any customer updates done on the catalog builder maintained in the current...

SNAdmin47 by Kilo Sage
  • 1411 Views
  • 3 replies
  • 4 helpfuls

Targeted communication: Publication

Hi, I am working on publications and will need your help 1. About Publications created by somebody and not visible by the other people in the same team: we need 2 or 3 of us to be able to see and read all publications created in a particular location...

Vasu20 by Tera Contributor
  • 641 Views
  • 3 replies
  • 0 helpfuls

User Search - Adding more Fields

Hello, Can you please guide me on how to add more fields on the search criteria for a user.  Like, right now, only 'display name' and 'username' is visible but we would like to add 'Emp. No' and 'Email' as well, how can we do that please -   Regards,...

SudikshaMisra_0-1718608735879.png

Inbound Action for CSM table

Please help me to create inbound action for csm table if sender email domain matches in accounts and sender is available in contact than create csm case for the user else create csm case for the primary contact of the account 

Create a report to show average of total comments in a ticket

Hi All,The requirement is that we need to collect all the comments made in a ticket and with that total count we need to get the average of it.The average count need to be shown in the report for ticket wise. Please help this on priority. Regards,Joy...

Resolved! customer service management in PDI

Hi, I'm attempting to add customer service product to my PDI and I'm having trouble finding how to do it. Can you provide a simple step-by-step guide to adding customer service management to my PDI so I can explore it and use the API?Thanks in advanc...

DimaB by Kilo Expert
  • 737 Views
  • 1 replies
  • 1 helpfuls

Resolved! Team calendar is not displaying Work Order Tasks.

As the Question Title describes, Managers (users with wm_manager role) can't visualize the work order tasks of the agents in their assignment groups even when we fulfill the conditions provided in the documentation. From the documentation we know the...

find_real_file.png find_real_file.png
AB6 by Tera Contributor
  • 2111 Views
  • 3 replies
  • 1 helpfuls

Custom Report Based on Assignee Department

I would like to build a report to show all tasks assigned to members of a particular department.  In some cases, there are assignment groups which correspond to departments, but not in all cases, so I cannot simply rely on assignment groups.  The dep...