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Resolved! How to implement pop-up survey to CSP?

Hi, We are implementing consumer service portal. We would like to implement a portal usage survey to consumers which pops up after consumer submits form. We have configured that survey triggers when case is created and user is redirected to CSP home ...

portal pop up example.jpg
Miikka_M by Tera Guru
  • 675 Views
  • 1 replies
  • 0 helpfuls

Resolved! Can you combine a Contact and User record into one user?

We are currently using Account/Contact users to assign to our CSM Cases. Sometimes there are cases where an Internal employee might send a request to Customer Service. Right now all the Internal Users are defined in the sys_user table. Right now we a...

Resolved! Different background row colors in lists

How can I change the background color of lists? This is how the "change" list in my prod. Instance look like: This is how i want it to look like (picture from my snow dev instance): It's already working (by default) for the "incident" list, but not...

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Janmowo by Kilo Contributor
  • 2224 Views
  • 5 replies
  • 1 helpfuls

How to import an excel sheet to a choice list?

Hi, Can someone please provide me with steps on how I can import an excel into a choice list.  From the sys_user table, I want to add multiple choices to the Company Code field. FYI - I do not want to create another table and reference it, I want to ...

Daniel R2 by Kilo Sage
  • 1732 Views
  • 2 replies
  • 2 helpfuls

Show terms and login conditions popup

I wanna show the terms and login conditions popup on first-time user login to the system on the Native Platform with the "Agree" and "Exit" buttons. Once they accept it, it should not show from the next login.Can anyone help?Thanks.

MM25 by Kilo Guru
  • 1098 Views
  • 3 replies
  • 0 helpfuls

copy to clipboard not working in agent workspace

When i copy response template to the email clipboard i find the following error the same style of html code is not being copied on the clipboard. before copyingAfter Copying 

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emma17 by Tera Contributor
  • 628 Views
  • 1 replies
  • 0 helpfuls

Resolved! Issue when promoting: Role assigned to group

Hello all, I am facing one weird issue now, this happens in QA environment. In DEV environment, I assign role A to a group and the system auto grant this role to all users of this group. Then I capture the related record in sys_group_has_role to upda...

Mai Phuong by Tera Contributor
  • 1005 Views
  • 7 replies
  • 3 helpfuls