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Forum Posts

Options when Reassigning Cases

My team and I are looking for advice/guidance/thoughts on reassigning cases and having the agent select a reason for reassigning the case. BackgroundOur group works in HR and we are the Tier 1 support for an "Ask a Question to HR" request, which is m...

Madelin D by Tera Contributor
  • 920 Views
  • 4 replies
  • 0 helpfuls

Configure upcoming tasks on SOW

Currently this shows up for tasks that have a due date selected. I was wondering if it would be possible to configure it so that tasks created in the visual task board would also show up as they have a due data field on it already.

joshmorris_0-1742386208200.png
joshmorris by Tera Guru
  • 655 Views
  • 3 replies
  • 1 helpfuls

Suppress Info/Alert Banner

Does anyone know how to hide or suppress the alert banner in Workspace from appearing? I'm using SOW as an example, but in practice, I have a configurable workspace with a list component.  The use case is the same in both. I select a record and make ...