The Manage contacts from the customer portal documentation states that a contact with the sn_customerservice.customer_admin role may create contacts from the 'customer_contacts' portal page. However, a 'new' button does not appear to exist. I spun u...
Dear All, Could anyone can explain me that what is the difference between Customer Service Management v/s Service Portal v/s domain separation, I know about Service Portal and domain separation, also i have implemented both, but what is the purpose o...
Sometimes we resolve a ticket and the same exact issue with the same client happens again. Is there a way to duplicated the Closed incident instead of having to manually move all the information from on ticket to a new one?
My company has a managed services division and I would like to create a product model type for managed services. None of the existing types really fit as we offer products that are saas, on-premise installation and hosted services. These would be t...
We are finding that certain Cases do not appear for our customer service agents/managers and we cannot figure out why - because we have intentionally restricted nothing. By and large we are running OOB for CSM. As posted elsewhere on this forum, we...
Hi guys, is that possible to show the Button "Close Case" which is available when the Case state is "open" also displayed when the state is "resolve"? In Which part i have to look deeper? thx in advance
What is the difference between service contract and entitlement in CSM?
What is the actual difference between Data Policy and the property: com.snc.change_management.enforce_data_requirements
Hi All, We have requirement where a portal page contains Bookmark widget which is required for displaying few table records but I wanted to hide it ifor one of custom table. ie... I want to hide that widget for one of custom table to display only rec...
Hi All, I have just enabled the Customer Service plugin and given an agent's group the sn_customerservice_agent role, But impersonating as that user, I wasn't able to access all cases but cases created by that agent. Has anyone else come across this ...
Hi All, Can anyone help me with configuration of chat option for Agent Workspace wrt queues. Right now I just see below message when clicked on 'Inbox'. I have already configured Chat Setup under Collaboration module with the help of this link . I h...
Hi Team, We have a functionality where once the case is closed, a survey email is send to the customer to fill in the survey. The issue we are facing is when customer click on the survey link he is getting error "You are not authorized to take this s...
In Madrid, when creating a new knowledge base it has a checkbox for "Disable Suggesting" and the instruction on this is "Check box to disable edit suggestions. If selected, users cannot suggest edits to articles in the knowledge base." My question i...
We are implementing CSM. In Newyork there are something new called Install Base. But there are no demo data available for that. Is there a plugin available for that? Or how can we get some set of demo data for install base CSM.
