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Comments
- posted August 1, 2018 in B2C Service > Agent Desktop
- Permalink
Thank you very much Robert! I was able to complete the requirement task.
- posted July 31, 2018 in B2C Service > Agent Desktop
- Permalink
Hi Robert
To use the report control option, what is name of the notes column?
- posted January 29, 2018 in B2C Service > Surveys and Outreach
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Greetings
Thank you for your answers. The requirements changed a bit and I went along with Suresh's method of sending a recurring broadcast mailing. I created a custom contact field called 'status', then used this field for creating segments and the mailings get sent to these segments.
- posted January 29, 2018 in B2C Service > Customer Portal
- Permalink
Greetings,
Narendra's suggestion sounds good and we tried it, but at the end we used javascript to complete this business requirement. It is possible that we did not follow through correctly because we have not used Hooks before. I definitely appreciate your help.
- posted January 29, 2018 in B2C Service > Customer Portal
- Permalink
Greetings
Sorry for the late reply, we are not using Browser UI for this site.
- posted January 2, 2018 in B2C Service > Customer Portal
- Permalink
Hi Tasha
Thank you for the reply. Can you specify where exactly the changes need to be done?
I thought logic.js does not have anything to do with data manipulation.
- posted December 13, 2017 in B2C Service > Customer Portal
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Greetings
Thank you for your responses, but I was referring to reset that is done in the 'account assistance' page. The customer types his/her username in the input text field and clicks on the reset password button.
The objective is to validate the username and warn the customer that the username is incorrect because it does not exist in the Service Cloud.
Hopefully this is more clear. Thank you.
- posted November 22, 2017 in B2C Service > Surveys and Outreach
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Hi Carl
Thank you for the quick response.
I am not aware of the terms used in your explain. Do these settings help with the requirement where if the customer signs up on the create account page in the customer portal, he/she will receive a one-time auto acknowledgement email?
- posted November 21, 2017 in B2C Service > Customer Portal
- Permalink
Hi Carl
Thanks for the quick response. We have created an outreach mailing, but I want to make the emails get sent only once to the customer after the sign up. Where do I go to make this change?
- posted November 11, 2017 in B2C Service > Reporting and Analytics for Service
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It would be great to have the download url featued in this report.
The Contact ID filter only does integers. How can I get the report to work?
- posted November 9, 2017 in B2C Service > Customer Portal
- Permalink
Greetings
When I made an attempt to extend the existing widget. It will not allow me to finish because I would get an error on attribute 'name'. It would say that the given names are wrong. When I did change the name to continue, there will be a widget error on the page saying that there was an error with attribute 'name' being incorrect. I went to correct the yml file, an error related to wrong version comes shown in the attached image. How can I get this widget to work?
Hi Pramod
I tried to upload the widget you shared but the widget does not show up when I go to browse for custom widget. I am using cyberduck to do customer portal. How can I get this to work?
76779Capture.JPG (35KB)- posted November 8, 2017 in B2C Service > Customer Portal
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Hi Suresh
Is it possible for the customer to view more than one attachment in this custom widget?
- posted November 8, 2017 in B2C Service > Customer Portal
- Permalink
Hi Pramod,
To answer your questions, when the customer logs in, he/she should be able to view a to-do list and view its status and deadlines.
- posted November 3, 2017 in B2C Service > Surveys and Outreach
- Permalink
Hi Suresh
Thank you for the follow up. I am not looking for reports. I want to configure an email system (whether it is through campaign, outreach, or incident management) that sends messages to customers depending on the following conditions:
- they receive an email because they did not read the email at all
- they receive an email because they have read the email but did not view the form the email came with at all,
- they receive an email because they have read the email but did not complete the form the email came with
- they receive an email because they submitted the form
- posted November 3, 2017 in B2C Service > Agent Desktop
- Permalink
Thank you all,
Since a workflow is needed to assign different workspace, can there be workspace rule that change the behavior of the fields based on the report used to open that workspace?
For example, if task is opened on report1, name field hidden. If the task is opened from report2, name field is read only.