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 ...
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...
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
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...
Hi All,I have added custom tables in the CSM workspace but when I open the record, I'm unable to see contact, timeline and active SLA.
I am trying to create a recommendation but I cannot save. The error message I get is "The following mandatory fields are not filled in: Table Name", but there is no Table Name in the form. Does anybody know how to solve this problem?
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...
Hello,I want to add for different Customers different logos in CSM Portal (Vancouver Release). Do you have an idea how can I manage that?Thanks a lot in advance for your help.BR Nicole
Can I create a case or incident ticket based on what a user chats with in Teams?
we have created approve ui action button for approval table and that button has to be displayed only for one catalog item
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...
We have a contract which currently has a Stage (stage) as Draft, and Status (substate) as Awaiting Signature. However, after approval the signature has been obtained offline instead of signing the documents generated with Adobe Sign. Since the e-Sign...
Hi All, I am trying to add a 'Single Score' Visualization component to workspace but the 'Predefined condition' option and 'Edit' option in filter remains disabled while adding data source. Am I lacking any permission ? or I am missing anything in th...
Is there a way for a customer to tag someone else on a Case in the Customer Service Portal? For example, KB is the customer and has opened a Case via the Customer Service Portal.JD is the agent working the Case.KB wants to include her manager on the ...
Hi, we have a customer requirement for being able to add worknotes on customer_contact records for comments on personnel changes related to the account. The field needs to be in use for back-office only. We can of course add a custom string field, b...
