Customer Service Management reference
Reference topics provide additional information about the Customer Service Management application.
| Reference information | Links to topics |
|---|---|
| Customer Service lists and forms | - Customer Service Cases list - Customer Service forms - Chat Setup configuration form |
| Components installed with Customer Service Management applications | - Components installed with CSM workspaces - Components installed with additional plugins for Customer Service Management - Components installed with CSM workspaces |
| Engagement Messenger topics | - Components installed with Engagement Messenger - Engagement Messenger reference - Feature context parameters supported in Engagement Messenger - Engagement Messenger translation tables |
| Portal topics | - Portal Banner widget JSON parameters - Portal Data List widget JSON parameters - Default highlight color for different case states |
| CSM Query Rules | The system uses query rules to filter the records in CSM-related tables that are accessible by users with CSM roles. |