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Posted

At the moment when a customer logs an incident for the customer portal they first select the service from the services available to them.

When a incident is being logged by phone or email, will the list of Services generated in the progressive capture 'Service Details' by filtered to those services the select Coworker/Contact has been sunscribed too?

Cheers

Martyn

Posted

Hi Martyn,

thanks for your post.

yes, if the Service Details form is presented after the Customer Search form in a Progressive Capture, then it will only show the services that the selected customer has been subscribed to, or those services that have no contact/Contact Org/etc. subscribed to them as these services will be available to all.

I hope that helps.

Dan

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