Travel time is defaulting to the Engineering address at the start of each day even if the engineer is at a different location. Can I change this so the Travel time should default to the last known location.
Hi, Does anyone know how to increase the character limit on the stepper within a workspace? The step titles are being truncated, and it looks unprofessional.See example:Thanks, Matt
Hello everyone, How do we create a knowledge base for CSM portal? I have created the knowledge base, but I am not sure how to root it to the portal. Regards,
When trying to search for a CR on the portal, it returns the RFCH case. We need it to return the CR case so that the customer can see all the up to date notes. The functionality is working in dev and test instances but not in production.
I have seen other people post this question and get some responses suggesting you can do this with a client script, but there is no further information on how to actually do it.If we set a SHN on an Account, when someone creates a Case and selects th...
How to use the world in which the to do to help us to get it now in a great time to help
Hi Team, We have built a platform analytics dashboard for the table (security incident Response). and we want to embed this dashboard to CSM portal for end user visibility . Kindly suggest on same. Note: we tried creating HTML widget for same but did...
Hello, how I can set the default value of the "Records per page" from 10 to 100 in the Service Operation Workspace and/or in Workspace general?Best regards
I'm currently facing some challenges in writing the ATF test script for Dispute Case creation. I would really appreciate it if you could share how you’re approaching this or provide a sample script or any key inputs. This would be very helpful for me...
Hi, I need assistance with auto populating these two fields "Account" and "Contact". Once the request is submitted to create a case the information loaded on the cases "account" changes, and the "contact" is cleared. The form doesn't take the correc...
Hello Everyone, We have CSM implemented, and currently, case visibility for agents is restricted based on the account — meaning, agents can only see cases related to their own account. This setup works well, and our Query Business Rules are enforcing...
Hi Team, Audit history List should be visible for only to the user has role admin and it_location_admin on location table. How to achieve this. Regards,Abhilasha G T
We have received the following requirements from a customer.We want to reduce the rate at which emails to external customers do not arrive.To achieve this...- Avoid domain and IP address rejection settings- Avoid emails being sorted into the spam fol...
I want to create multiple shadow profiles for a same person, likewise we do for Translated Versions of a Knowledge Article ( A separate object but linked with the same user).Different profiles can have different group membership and roles and a user ...
We have configured the AI search on the portal . While searching a case with number it provide the exact match however it open the result in the form view not in the portal.Could anyone help me to change the configuration so that navigation happens t...