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Forum Posts

Customer Central issue populating customer activity

I am having issues configuring customer central in CSM configurable workspace. The customer activity tab on the interaction record is not populating with any data despite my best efforts. I have tried modifying some of the customer central settings a...

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Reuven by Tera Contributor
  • 2430 Views
  • 4 replies
  • 1 helpfuls

No cases are visible in "Customer Activity Tab" in CSM Workspace

Hi all,Can you help me to know why there is no Case, Interaction records are visible in my CSM Workspace at Customer Activity Tab.Below are some screen shots related to that. As you can see there are 3 records for Consumer "Gilly Parker" in Customer ...

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MrGupta__ by Tera Expert
  • 1405 Views
  • 2 replies
  • 0 helpfuls

Resolved! SNOW CSM Multiple inbox challange

Currently there are multiple mailboxes are receiving emails from the clients for different purpose and getting forwarded to SNOW for case creation creating difficult challengesCurrent Challenges The existing RPA-driven process is complex, difficult t...

D Trivedi by Tera Contributor
  • 905 Views
  • 5 replies
  • 1 helpfuls

Inbound email actions - custom email addresses

Hello, When using inbound email actions for Case creation we can use email addresses  with suffix like "+teama", "+teamb", "+hr" so it looks like this <instance_name>+teama@service-now.com,  <instance_name>+teamb@service-now.com,  <instance_name>+hr@...

Custom Field is not visible in form layout

I have created a custom field with name "ABC"  on Controls Objective table which is a parent table. Now, I wanted that field to be visible on Control Table as well which is a child table. I tried to pull out the field from Control table form layout, ...

Unexpected Redirection to Zoom Contact Center Login UI Page

We've noticed an issue where certain users are being redirected to the Zoom Contact Center login page ('Callbar' UI Page) instead of returning to the previous ServiceNow page when they hit the "Back" or "Submit" button. This behavior started occurrin...

Purchase orders are getting uneven for the requests

I have created an order guide for all Network Equipment's. When I try to go through the request via Sourcing Request task and choose purchase option for all the requested items keeping same Destination Stockroom and Vendor values then sometimes multi...

R_52 by Tera Guru
  • 394 Views
  • 1 replies
  • 0 helpfuls

Approved State - CSM/FSM workspace

Hi All,We are recently working on a migration to CSM/FSM Workspace for our Sales & Operations. Topic: Approvals for Quotes under the Opportunities.After creating a quote by a Sales Rep role user, we have observed that Sales Reps are able to navigate ...

SNCOMUSER by Giga Contributor
  • 797 Views
  • 4 replies
  • 0 helpfuls

Resolved! Sort tasks based on account

Hi Team, We use both CSM and ITSM and need a way to search and view all associated records, including Cases, Incidents, and Problems, for a given Account. What would be the best approach to achieve this? we wanted have a list in workspace with all th...

subinsuresh by Tera Contributor
  • 620 Views
  • 4 replies
  • 0 helpfuls