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Geography Matching Attributes - Territory Planning Console

Hello everyone. I'm working with the new Territory Planning Console in a Vancouver PDI, and it's slick. However, there is one feature that is not clear on how it should work or what should be expected - Geographies configured with Matching Attributes...

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Industry models/Service Organizations

Hello!Have anyone yet implemented Industry model/Service Organizations in CSM? I am trying to implement it but having hard time. Can't really find the link between the Locations and much more. Any help is welcome.Thanks in advance!  

Richa2 by Tera Contributor
  • 670 Views
  • 1 replies
  • 0 helpfuls

Resolved! Hover card in CSM/FSM Configurable Workspace

Where can I edit the fields that show in the hover card in CSM/FSM Configurable Workspace? This hover card appears automatically when you have more than 1 case opened and you hover over a case tab that is not the current case shown. 

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leahdany by Giga Guru
  • 519 Views
  • 1 replies
  • 0 helpfuls

How to send notification to user id of reference field?

Hi, I want to send a notification with below conditions. Trying with event and notification and BR. But notification is not triggering correctly.On Analysis table have a reference field(matrix_id) it is reference to the table Expirement and matches w...

Access Control customer

Hello, Is there a way to get a list of customers/accounts in SNOW that do and do not have Access Control in place? Like a report or dashboard widget  Regards

CSM Domain Separation

Is domain separation in CSM meant to separate data on an account-by-account basis?It doesn't seem to make much sense though.Isn't it possible to use it to separate the service provider departments into domains?

Koji Yanase by Tera Contributor
  • 703 Views
  • 2 replies
  • 0 helpfuls

Connect with Someone to Learn Best Practices

Good Afternoon, I am currently looking for someone to discuss best practices and use cases for CSM. My company is using CSM for the IT team that faces our retail locations. We do this to keep cases visible in the Service Portal to everyone at one loc...

Resolved! I want to improve my search results

Hi guys. When searching in CSM, similar words are searched.Is there a way to associate certain words so that when one word is searched, the other word does not appear in the search results? Thank you.

shibasou by Kilo Sage
  • 634 Views
  • 2 replies
  • 0 helpfuls

Quick messages/email templates

Currently there is a support team with approximately 100 canned responses they share from a Google doc and copy and paste to SN cases all day long.  I know how to add them to SN as templates and know they can type in the search of the list to drill d...

ncousin by Tera Contributor
  • 2378 Views
  • 4 replies
  • 0 helpfuls

Resolved! Document Viewer in CSM/FSM Workspace

Hey all, I am having troubling in enabling document viewer for service agents to use in the CSM/FSM workspace on opened record. They are unable to view it. I have installed the Document Viewer.I have tried adding the use document viewer attribute to ...

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davitvoski by Tera Expert
  • 996 Views
  • 3 replies
  • 1 helpfuls