![]() ![]() To browse for a Customer or add a new Customer Record, click the Customer Selector button to launch the Contact Manager. If the Customer is a VIP, a VIP icon appears beside the name. Tips: Wildcards (ex: % or *) can be used when searching. If multiple matches are found (ex: multiple Customers named Amy), the Contact Manager opens so that you can select the appropriate Customer. If an exact match is found, the Requestor fields are auto-populated with the Customer’s name, avatar, e-mail, and phone number. Requestor: Specify the name (ex: Amy) of the person who initiated the Change, and then press ENTER or TAB to search for the Customer Record.Creator selects a Requestor (if different from the person logging the request) in the Quick Info Tile.Note: When the Change is first saved, it appears on the Change Dashboard (All Open Change Requests list) to notify Users of its existence. You can toggle between a simple Step View form and a more detailed read-only Expanded View form. Tip: The Main pane displays dynamic embedded forms as you move through the workflow. The Change automatically enters the Classify phase. Tip: You can also click File>New>New Change Request from the CSM Desktop Client menu bar.Ī new Change Record is created with a unique Change ID (ex: 10826) and a status of New. ![]() On the CSM toolbar, click New>New Change Request.There are multiple ways to use the Change Management 5.00 mApp in the Desktop Client. ![]() Steps to Use the mApp in the CSM Desktop Client
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