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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
  • 1025 Views
  • 1 replies
  • 0 helpfuls

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
  • 1046 Views
  • 2 replies
  • 0 helpfuls

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
  • 1021 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
  • 3453 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
  • 1618 Views
  • 3 replies
  • 1 helpfuls

Resolved! Missing 'Type your message here' in activity stream

Hi all, in customer service we have lost the 'type your message here' widget in the activity stream. It still exists for folks on the incident side, but 'cases' do not have it. Is there a place to start looking to restore that functionality so end us...

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pickles by Tera Contributor
  • 1199 Views
  • 2 replies
  • 0 helpfuls

Walk-up Experience - sn_walkup.walkup_login issues

My team has inherited support of a project surrounding the Walk-up Experience product that was initially set up by a contracted team almost two years ago. Thankfully the product is, for the most part, fully built and ready for use, but the agency it ...

Lela Miller by Tera Contributor
  • 4450 Views
  • 10 replies
  • 1 helpfuls