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Forum Posts

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,...

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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
  • 1683 Views
  • 1 replies
  • 2 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...

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AB6 by Tera Contributor
  • 3584 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...

See the customer view

I have records for a table in instance, but is there any way that I can see the customer view of the particular table and records listed, if existed please suggest

KiranmaiP by Tera Contributor
  • 1181 Views
  • 3 replies
  • 0 helpfuls

Add options on HTML widget.

Hi Team, Created one Header Menu, Once user click on header men it will display some content.I need to add three options below this content and once user will click on first option it will display constant content related to that option and same for ...

Community Alums by Community Alums  
  • 620 Views
  • 1 replies
  • 0 helpfuls

Resolved! Issue in related list

I have 2 table. The 1st table name is User Tracking and the 2nd table name is User attendance. I have multiple data of a single user in the user tracking table and but only one data in the user attendance table. So i want to display the user tracking...

Forgot password on the CSM portal

Hi, When the external user using forgot password from portal. They are getting the Email but the link is redirecting to the SSO. not on the portal.How can i modify the link to the portal nd reset password page.

Vdixt by Tera Expert
  • 686 Views
  • 1 replies
  • 0 helpfuls

Resolved! CSM Simulator - Task 7 - Create an asset entitlement

Hi, I an stuck in this task in the CSM Simulator. The simulator keeps giving me "The asset entitlement '24x7 Support' has not been setup correctly." But I check the information of the first part of this topic : Need help Simulator Training Task - Ser...

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Francois L by Tera Contributor
  • 1282 Views
  • 4 replies
  • 1 helpfuls