User Activity
2 weeks ago
I know there's a separate plugin for mapping capabilities within FSM but is there any similar mapping that would work with CSM? The idea is the customer wants to open a map from a Case record and place a pin on the map to select the location of the C...
i am probably overthinking this.As a manager, I need to make sure all my users have time cards submitted every week. I need a report that just shows users on my team who have time cards either NOT created for any week this year OR where the time card...
I just installed PSDS in my PID instance and set up my own agent profile and have assigned 3 PSDS cases to myself that are ACTIVE and a few base Cases as well.In the agent mobile app, under My Cases I only see base Cases. None of the PSDS cases appea...
How do you tag a specific user via a business rule when you update the work notes field? Simply hard coding @full_name wouldn't work if there are multiple users with the same name. You can't @ their email address or user ID either.
In CSM workspace when we click to create an email, we're noticing that the email auto-saves a draft every single time before we ever click send on it (from a Case). The email sends fine but there's an additional draft saved against the Case as well a...