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08-16-2025 01:17 PM
Hello,
I have installed CSM family plugin in my dev instance and planning to create a new case type but not able to see case type menu/table. I can see Cases but not Case type.
Any additional configuration needed to get case type table?
Thanks
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Customer Service Management
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08-16-2025 01:37 PM
Hi @kkcommunity
You can activate the Customer Service Case Types plugin (com.snc.csm_case_types):
Customer service case types and Configuring customer service case types
Once you have it, then also refer to Case type selector. It's very handy.
And very good help is the CSM guided setup:
Keep me updated on your progress
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */
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08-16-2025 01:37 PM
Hi @kkcommunity
You can activate the Customer Service Case Types plugin (com.snc.csm_case_types):
Customer service case types and Configuring customer service case types
Once you have it, then also refer to Case type selector. It's very handy.
And very good help is the CSM guided setup:
Keep me updated on your progress
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */
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08-16-2025 06:47 PM
Thanks for the clue @GlideFather , seems this plugin moved to store from Zurich release, So i just downgraded to Yokohama and able to find plugin directly in developer instance.
Thanks again for your time
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08-17-2025 01:44 AM
Glad you solved it! 💪🚀
/* If my response wasn’t a total disaster ↙️ ⭐ drop a Kudos or Accept as Solution ✅ ↘️ Cheers! */