Get a first look at what's coming. The Developer Passport Australia Release Preview kicks off March 12. Dive in! 

CSM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Resolved! Numeric values for the "State" field in the Task table and its child

Hello everyone,we are considering creating lists based on the task table for our leadership teams.These lists are intended to serve purely as monitoring tools.During testing, we noticed that numeric values in the status field, for example, in cases a...

JB SuW by Tera Contributor
  • 1452 Views
  • 3 replies
  • 3 helpfuls

Record Page Tabs are not visible in CSM workspace

Hi everyone,  Record Tab is missing in the CSM workspace Record Page, and i also see there is a related list component which has all the related list. Since the Tab is missing im unable to add my playbook here. Can anybody help me bringing this tab b...

AmbikaSekar_0-1723019607929.png

Remapping of companies to respective domain

Hi All , How to remap the companies with particular domain , currently companies are mapped to default domain that's why new users logs in with default domain.  Thanks

puja kumari by Tera Contributor
  • 925 Views
  • 4 replies
  • 0 helpfuls

Jira Integration , Json issues

 Hello Everyone,I'm experiencing a problem while fetching comments from Jira for a specific issue ID.When I retrieve the data using the Action, the JSON contains the mention object properly, including the name of the mentioned user. Here's a sample o...

mdshahvez11 by Tera Contributor
  • 837 Views
  • 2 replies
  • 0 helpfuls

Learning LIve

Any suggestion on Admin certification live sessions or prep classes before testing? 

matthewchiu by Tera Contributor
  • 1099 Views
  • 3 replies
  • 0 helpfuls

CSM-Agent Workspace || Spam Emails

< Hi all  I have a requirement to " Identify and block the users who repeatedly triggering the  spam email notification in Agent workspace". How we can find out and which mechanism we use to solve this / prevent in future. Please Help.Thanks in Advan...

thinkwithme by Tera Contributor
  • 1095 Views
  • 9 replies
  • 0 helpfuls

CSM Configurable Workspace Redirecting

After installing the Financial Services plugin when I try to go to the CSM Configurable Workspace, it is redirected to the Financial Services Workspace.  The CSM/FSM Configurable Workspace is in the module list but not in the Workspace list an longer...

leeneumann by Tera Contributor
  • 950 Views
  • 3 replies
  • 0 helpfuls

Displaying Active Projects on the Customer Account (CSM) Form

Working in the CSM module, and I know that the Customer Account form can display related information like Contacts, Cases, Contracts, and so on.I'm wondering if there's a way to also display active Projects associated with a customer account on this ...

Scotty88 by Tera Contributor
  • 653 Views
  • 1 replies
  • 0 helpfuls