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

Forum Posts

Introducing the CRM Documentation Site

We're excited to share that we've launched a new documentation site dedicated to ServiceNow's CRM solution.  Whether you're just getting started or deep into an implementation, this content is designed to help you understand the full picture of what ...

Update case status when outbound email is sent

Hello, I have a requirement in CSM. When the case state is 'Awaiting Info' and an outbound email is triggered from the workspace by the agent then the state should automatically update to 'Open'. Any suggestions how can this be implemented?

gourabhishe by Tera Contributor
  • 430 Views
  • 2 replies
  • 0 helpfuls

University CSM Design: Students vs Staff Personas

We are designing a ServiceNow architecture for a university environment with two main personas:StudentsStaff membersThe current requirement is:Students will use a Business / CSM portal.Staff members will use Employee Center.Both students and staff sh...

Avi Daniely by Tera Contributor
  • 474 Views
  • 1 replies
  • 1 helpfuls

CSM case task status

Not able to change the status of the csm case task(sn_customerservice_task) and "assigned to " user . getting below error:Part of the query on sys_user_grmember has been ignored because of insufficient access for 'query_match' operation on sys_user_g...

Hafsa1 by Mega Sage
  • 516 Views
  • 2 replies
  • 0 helpfuls

Partner Admin role functionality in CSM Servicenow

Hello, We have a user and I want to give him the partner role and want that he can raise the ticket (from the record producer) on anyone's behalf and can choose any account.  But when I tried to give me the partnerAdmin role I saw that he still can't...

mansigoel_0-1777977575766.png
mansigoel by Tera Contributor
  • 774 Views
  • 4 replies
  • 0 helpfuls

WeChat integration

Hello, recently a customer that has a location in China asked if we could integrate with WeChat and how? I was searching for information about this, and found this in a community a post from 2022: https://www.servicenow.com/community/csm-forum/wechat...