CSM Simulator Task - Special Handling Notes Simulator Task

[Gabriela Freita]

ABC Corp would like to make sure that their Customer Service Agents are aware of special conditions regarding their products and customers.  They would like to use Special Handling Notes so agents must acknowledge any important notes about the customer or product when they create a new case or look at an existing case.

Create a new Special Handling Note for the BestNet WonderWall 650 warning agents of a possible issue with the fan.

To test this, log in as Customer Service Agent John Jason and create a new case for the BestNet WonderWall 650 selected as the product.  Save the case.  You should see your Special Handling Note.

Does anyone know how to complete this task?

[Mexiprince]

The question is the same. What is the error message?

[Swetans]

CSM Simulator task 5: refer attached doc for my steps 
Angie Jones is the Sales Account Manager for ABC Corp. John Jason is the Support Manager for ABC Corp. Whenever a high priority case is created for ABC Corp, Angie Jones and John Jason should be notified.

As an system administrator, create a new responsibility definition for Sales Account Manager. The Sales Account Manager should be a unique responsibility that applies to employees only. 

Next, create the ABC Corp account team including Angie Jones and John Jason with their appropriate responsibilities.
Error: No responsibility definition for 'Sales Account Manager' found.
Please help with clear steps 

[Mexiprince]

@Swetans  you had the applies to filled out which you dont need.

Navigate to
Customer Service > Administration > Responsibility Definitions
Click New button

This will open the responsibility list.

Fill out form based on your requirement

Name: Sales Account Manager
Applies to: Leave alone/not required
Type: User
Unique: checked(yes)

Now that this is sorted, you can go to the ABC Corp account and on the related list add the required team members(John Jason is the Sales Account Manager for ABC Corp. Tricia Kruss is the Support Manager for ABC Corp.)

Customer Service > Customer > Accounts

Open ABC Corp Account, go to the related list and click the Account team members New button.
Select the responsibility and user as desired.

[Greg K]

This is so frustrating 

[Greg K]

Okay

My issue was thatin Special Handling Notes; Product Model wasn't available as a Related record

I was able to add it through theSpecial Handling Notes > Configuration.

Product Model [cmdb_model]

Good luck y'all!