How to display the VIP Status of a Contact within CSM Agent Workspace

Aledis Kedwell · ‎08-03-2022

Hi Everyone,

Does anyone know how I would go about displaying the VIP Status icon against a Contact within the List / Form view of Agent Workspace?

It works on the Incident Table, but I need it to come through to the Case level as well.

Cheers!

Arav · ‎08-04-2022

Hi @Aledis Kedwell,

How about adding "Contact.VIP" field to the case creation form so that a checkbox will be displayed to indicate if the contact is VIP or not. In addition, an onChange client script could be written to add a field message under the Contact field if the user is VIP.

Thanks,

Arav

View solution in original post

Aledis Kedwell · ‎08-04-2022

Thanks @Arav

This was my thought exactly!!

Lukesh Agashe · ‎03-06-2024

Hi @Aledis Kedwell ,

You can fetch VIP filed on contact table via form layout and write the below client script.

Thanks and regards,

Lukesh Agashe