Some PDIs are currently unavailable, and PDI actions are paused. View the latest updates here. Read More

CSM forum
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Forum Posts

Allocation and Consumption in CSM License

How to find which users are consuming what type of license in CSM? And how to find list of users who have what role types?And I have an issue - in production instance I am not able to see subscribed groups and users whereas in temp, I am able to see ...

Sneha KH by Tera Guru
  • 293 Views
  • 2 replies
  • 0 helpfuls

License in CSM based on roles

Hello Community,I just wanted to know what are the product licenses used based on roles in Customer Service Management (CSM).

Sneha KH by Tera Guru
  • 536 Views
  • 6 replies
  • 3 helpfuls

Resolved! Is it possible to add popup in ServicePortal & stay OOB?

Is it possible to add a popup message to the business portal on load without customizing the homepage?   I want to preserve the homepage OOB so it can get any future upgraes, therefore I don't want to add a widget to the page directly. I see CSS over...

ColeM by Mega Sage
  • 404 Views
  • 1 replies
  • 1 helpfuls

CSM Workspace: Activity stream icon colour Greyed Out

In CSM workspace Activity stream icon colour Greyed Out for all users(Image 1) , but in SOW workspace its correctly showing(Image 2).We have checked theme polarise but won't helps.Does anyone have any one idea why its not working in CSM workspace onl...

HarshalaK by Tera Contributor
  • 1013 Views
  • 2 replies
  • 0 helpfuls

Attach Article - Prevent link from being added to Comments

Within CSM Workspace, when a user uses Agent Assist to attach a KB article to a case, a link is added to the Comments field.  We don't want this behavior.   I've removed the "comments" field from the Attach note field in the Search Action Configurati...

Community Alums by Community Alums  
  • 783 Views
  • 1 replies
  • 0 helpfuls