CSM contact relationship _ how to define responsibility
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08-05-2025 11:08 PM
hi,
I see a feature called contact relationship in the accout relates lists, and can be set responsibility in here.
but one I want to new record in sn_customerservice_responsibility_access_config, I found there was no new button,so could you tell me why and what's the meaning of sn_customerservice_responsibility_access_config?
Step1. responsibility can be set here.
Step2.when I want config here, I found no new button with admin.
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08-06-2025 12:02 AM
its oob only. Check the UI Action has condition which only allows for admin.
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08-06-2025 12:12 AM
Thanks for your confirm
↑ its OOB UI action in my instance. any difference in your instance?
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08-06-2025 12:15 AM
yes, check requires role.