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Example CSM Portals

Hi all,I’m currently designing a CSM portal for our Managed Service clients and would be really interested to see any innovative approaches others have taken. Our primary use case is enabling clients to:• Raise enhancement requests directly into our ...

Frankee by Tera Contributor
  • 1186 Views
  • 2 replies
  • 0 helpfuls

Resolved! Consumer vs Consumer User - Avoiding Registration

As the title says: I'm trying to figure out how to circumvent Consumers needing to 'register' for the CSM portal. By what I've read, the difference between the Consumers and Consumer Users is primarily 'registered' or 'not'. I'm attempting to avoid r...

Chris Roser by Giga Contributor
  • 8091 Views
  • 5 replies
  • 14 helpfuls

Account Address Not Showing Location

Experts, I have recently started looking into CSM capability. While going through the location to customer account relationship, the location field on the 'Account Addresses' (account_address_relationship) is not showing any location references . On ...

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Ram117 by Kilo Sage
  • 868 Views
  • 3 replies
  • 0 helpfuls

Scoped Contextual Search

I wanted to create a scoped version of Contextual Search in Virtual Agent. Here's how I did it. Hopefully this helps someone. Change scope to ITSM Virtual Agent ConversationsDuplicate Contextual Search topic blockIn VA Designer, open the topic block ...

Pivot table in landing page

Hi all In CSM Configurable Workspace, I have a landing page with a pivot table. The 'State' field is defined as a column. I want to show the column headers even when there are no cases in that specific state. Has anyone encountered this issue before ...

giuseppem by Kilo Sage
  • 587 Views
  • 2 replies
  • 0 helpfuls

Modifying Currency type options for currency fields on a table form

Hello Community, What's the best approach to modify the currency type for the currency fields without touching the global currency table, and this should work in platform UI and workspace     I created the client scripts with (addoption/remove option...

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Yathvika by Tera Contributor
  • 931 Views
  • 2 replies
  • 0 helpfuls