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Forum Posts

CSM - Case form - Recommendation

Hi all, We installed the CSM plugin and in the CSM workspace we see twice the "Recommendation" icon in the Case form in the right panel:In fact in the right panel the magnifying glass icon is repeated twice: once at the first position and once at the...

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Tommaso2 by • Tera Expert
  • 564 Views
  • 1 replies
  • 0 helpfuls

Simple list widget configuration

We have a custom table in the service portal, i want to add a simple list widget with the approval list so that the users can see who is pending to approve and they can reach out to them directly. But I am not sure on how make the filter dynamic so i...

sola2 by • Tera Contributor
  • 756 Views
  • 1 replies
  • 0 helpfuls

Convert Lead Popup Showing Blank Screen Intermittently

lead management, when I open a lead form and click the Convert Lead button, the popup window appears blank (white screen). After trying 4–5 times, the popup finally loads correctly and allows me to convert the lead into an account or opportunity. How...

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Kavushick p by • Tera Contributor
  • 913 Views
  • 1 replies
  • 0 helpfuls

Portal FAQ widget not displaying articles if not logged in

Hi, I am facing issue with out of the box Portal FAQ widget.When the csm_index page in CSM portal is browsed after login, it is displaying published articles but if logged out and trying to browse the same page, the Portal FAQ widget is displaying "N...

Murali38 by • Tera Contributor
  • 1215 Views
  • 2 replies
  • 0 helpfuls

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
  • 710 Views
  • 2 replies
  • 0 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
  • 822 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...

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mansigoel by • Tera Contributor
  • 1396 Views
  • 4 replies
  • 0 helpfuls