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Forum Posts

Email functionality

Hello Everyone, Is it possible to send email on the platform to a user or client without any case associated with it? Your response will be appreciated. Kind Regards,

CSM Portal Launch - Customer Training/Guidance

Hello! We're looking to launch our CSM portal in the next few months and I'm interested in what sort of trainings others have provided for B2B customers in advance of such a go-live, at the time of go-live, and over the course of the weeks and months...

Davram by Tera Contributor
  • 391 Views
  • 2 replies
  • 2 helpfuls

NOW Assist for csm

If I configure my case table on Services Operational Workspace,Will my now assist skills for csm will work on that workspace or not?

Resolved! Unable to start "ServiceNow Platform Implementation" course

Hello Team. I want to start course "Customer Service Management (CSM) Essentials (Zurich)".A mandatory prerequisite for this course is "ServiceNow Platform Implementation".When I try to open the page to start the course, a window pops up with this er...

siddharthma by Tera Contributor
  • 329 Views
  • 1 replies
  • 1 helpfuls

Variables from Catalog item in Playbook Decision activity

Hello Community,I'm looking for some help in playbooks.We have an item in CSM where there is existing flow will create Ritm and sc_task. But now we are trying to recreate this with Playbook.    Our Workflow will totally work on a variable based on us...

Yathvika by Tera Contributor
  • 1698 Views
  • 8 replies
  • 0 helpfuls

Configuring Repeater Tabs in UI Builder

Workspaces are now the preferred interface for agents working on resolving the issues. Thanks to their multi-tab and compact layout, they offer an intuitive, seamless experience with all the related actions within reach without switching contexts. Th...

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TajuddinM by Tera Contributor
  • 904 Views
  • 2 replies
  • 3 helpfuls

Default contract in case form

Greetings All,I have requirement to set one of active contract as default at the time of case creation.In my case form I have field called contract, which is getting automatically filled by system with one of active contract.I just wanted to know how...

ram prasad by Tera Contributor
  • 558 Views
  • 1 replies
  • 0 helpfuls