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Forum Posts

need help on widget customization

Hi everyone, We need to develop a 'My Account Team' page within the CSM Portal, allowing customers to access their account information and contacts. I've developed a custom widget for this task, but it's not performing as intended.Please provide guid...

ihabeeb_0-1703840803699.jpeg ihabeeb_1-1703840803701.jpeg
ihabeeb by Tera Contributor
  • 576 Views
  • 4 replies
  • 2 helpfuls

Attachment related

when customer send notification he attached one file to case customer received case open notification . customer reply that notification add another file and send mail to customer how to that attachment is added to that case  

Resolved! How to filter the details based on the account

@Ankur Bawiskar We have account and service fields on the case form and In account we have custom field called Service list field with some values and we are looking for the way to show services  on the case form based on the account.u_services.Pleas...

Learner10 by Mega Guru
  • 971 Views
  • 3 replies
  • 1 helpfuls

Resolved! How to stop recursive business rule

Hi I have an ask to create a parent Case as soon as a case has been created and make the relationship by updating parent filed. For that I created the following BR Async / Insert var parentCase = new GliderRecord ('case');parentCase.initialize();var ...

Fredo by Tera Contributor
  • 3273 Views
  • 9 replies
  • 3 helpfuls

CSM Demo Data - Data Model

I am interested in working through some CSM use cases in my developer instance and I need some guidance on the installed demo data.  Does anyone know which users to impersonate to perform these activities and actually see fully related data?Log into ...

wsimpsonsnow by Tera Contributor
  • 1031 Views
  • 3 replies
  • 0 helpfuls

Email related issue

When customer send case though email if the customer send email allow domains that time only case is created otherwise case is not created and send notification to customer this is un authorized domain.

Can an Customer/Account also be an Outsourcing Partner?

We have an Account (CSM) who is also our partner.  Can an Account also be an Outsourcing Service Provider? thus the  the Contact of the Account be an Outsourcing agent and provide service for itself?

maruf by Tera Contributor
  • 579 Views
  • 1 replies
  • 0 helpfuls