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Resolved! Default risk calculation?

Another noob question from me, i'm afraid! So, at my place of work, the CR risk rating is determined by a risk assessment survey essentially.  In my PDI I appear to have the same link, it says "Calculate Risk" near the bottom of the CR form under Rel...

Adam1978 by Tera Contributor
  • 1819 Views
  • 4 replies
  • 3 helpfuls

Resolved! Lookup and Verify not Appearing in CSM Workspace

Good afternoon-Recently I installed the Lookup and Verify plugin - I have made the consumer and contact configurations Active,  and have also double checked the UI actions to ensure they were also active. I have went through every post and documentat...

Consumer vs Customer registration process

Guys , I am working on CSM OOB implementation and want to know registration/ onboarding process for Consumers and customers both.. For customers I see self registration option available in OOB CSM portal but for Consumers I don't see that option. Ple...

Blank Space when compose email in SOW

Hello Experts, I need you're help on the SOW side, In below image you can see the tow part where the email is in left and right side we have a list of articles. So the problem is when the right side of list count is increased that time left side emai...

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sandeep sahu by Tera Contributor
  • 1016 Views
  • 2 replies
  • 0 helpfuls

My List update on CSM Portal

I would like to update the default filter for My Cases on our CSM Portal but I cannot find the appropriate place to update this information. I have saved a new filter with the Opened By as a dynamic field but I cannot make this the default filter for...

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Alex B by Kilo Explorer
  • 9139 Views
  • 5 replies
  • 4 helpfuls

CSM users closing cases without the assigned to field populated

Hi CSM users are currently able to close cases without populating the 'Assigned to' field, even though it is set as mandatory via a UI policy when resolving or closing a case. Despite this, users are still bypassing the requirement.  How can I resolv...

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CarolMa6 by Tera Expert
  • 880 Views
  • 2 replies
  • 2 helpfuls