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Resolved! E164 Phone Field Not Working in Customer Service Workspace

We are attempting to change the field dictionary for Phone on our Account Table from Standard to E164 for International support.  When attempt to make this change it appears to work in Native UI view of the account table. (See Below) However, when we...

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Cammi Dawn by Giga Expert
  • 1394 Views
  • 1 replies
  • 1 helpfuls

Resolved! Inactive accounts showing in Assigned To field

Our Azure integration is pulling in a range of accounts that we don't want to show in drop down lists for Assignment of activities etc. Whilst my tech team work on the root cause of that, I have marked all of the accounts as Active - False, thinking ...

EveJS by Kilo Contributor
  • 8832 Views
  • 12 replies
  • 9 helpfuls

CSM partner to partner relationship type

I am trying to work through a partner to partner relationship type that isn't working as I expected it to work. The requirement is for two companies should be able to see each others install base items as well as create cases/requests for them. The o...

kimberlylp by Tera Guru
  • 3616 Views
  • 3 replies
  • 1 helpfuls

Resolved! CSM Configure the Customer Activity view

Hi Team,how can I add something in the customer activity? I have added a field in the contract table and would like to display the list here. BR

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itspezi1 by Tera Guru
  • 1039 Views
  • 1 replies
  • 1 helpfuls

Resolved! CSM Account / Partner Relationship Question

So still getting use to the CSM area. I have a use case where "Acme" is an IT company and they want to be able to enter a case for a few of our other customers, "Birds", "Cats", and "Dogs". We understand we could use the relationship option and setup...

Worknotes automatically updated by system Administrator

As the per the requirement if the due date field passed the current date it must update the worknotes and in the activity the sytem must show the system administrator.In order to show the changes for the old records where due date crossed the current...

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Joyal Robert by Tera Contributor
  • 1247 Views
  • 4 replies
  • 0 helpfuls

Resolved! IndexOf not working in Business Rule

HI Team, In Below script IndexOf is not working. its always getting passed and control is going beyond IF loop even I ave out condition as   if (authrole.toString().indexOf(pasa) == -1)  .. This means if record is not found it should go but its going...

Community Alums by Community Alums  
  • 2046 Views
  • 10 replies
  • 1 helpfuls