How do I create case from Service Portal in Customer relation management module
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03-20-2017 10:20 AM
How do I create case from Service Portal in Customer relation management module, in the below picture I have highlighted with Red where I would like to insert a link or button to create a "case"
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Customer Service Management
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03-20-2017 02:30 PM
Vish, If you click on the get help button it will take you to a from to create a case. Are you asking how to create button on the main page to do that?
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03-20-2017 02:37 PM
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03-20-2017 02:42 PM
Have you installed the CSM product and are you using the CSM service portal?
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03-20-2017 02:45 PM
I have the full trial setup which has ITSM and I activated the Customer service management plugins as that is what we are interested in CSM. I have used the Service Portal to interact with back end.