I have created a new Yes/No field on the Account record of customer service application. When the Customer is shown on any of the following records (usually in Company field then a client script similar to highlight VIP Caller) will show an icon next...
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Hello, i have been trying to resolved a case by proposing a solution , but every time i got a message (invalide value on update ) could that be because the case has an open case task ? if not, what could be the problem ? thank you
I have a question about chatting on the service portal.A user is chatting with a live agent in the service portal.When the agent enters the Incident number (INC00012338) , the user sees the card view show as belowI want to change this. How can It pos...
Hi all,I am new to Agent Assist, so I would appreciate your help on the following.I would like to know if it is possible in the side panel to remove the Default Sources option from the search resources (See attachment). From what I understood and som...
I am new to portal configuration, i want to hide header menu and add our own new menu. How can i do that?
I have created one portal making copy of csm portal. I do not see option to change the logo.
1) I want to a ABC case to be created from emails received on sss@gamil.com2) I want this ABC case to be assigned to the ABC Internal group.3) The Short Description of the ABC case should be mapped from the Subject of the sss@gamil.com email.iv) The...
Hi, We are currently trying to create a UI action to appear in CSM/FSM Workspace, that copies a case and creates a new case with the same information. We have added the following script to the 'Workspace Client Script' field on the UI Action var gr ...
Hi folks,in my playbook workspace having list view of the tasks ,in the tasks having state and sub state fields.in list view when i want to change the state and substate s when i click on the state field on pop up box open in that pop up box state an...
On CSM Portal, when the customer submit the case based on the Short Description, Product, Install Base selction when the case is submitted - Can the Category and SubCategory be auto selected using the intelligence of the system?
Whenever a client replies to a case generated via Email to ticket, I need a notification sent out to the assignee of that case so we don't miss any sort of information, just like how SN notifies us whenever a new comment is added.I've been plugging a...
