Browser Client Tools (Contact Manager, Table Management, CMDB)

The Browser Client provides access to the following CSM tools:

In the Browser Client, Tools are accessed using the Tools drop-down or from Related Item selectors on Business Object records.

Grid Interfaces

Related Item Selectors are configurable, can be added to any Form, and include:

  • The Customer Selector Customer Related Item Selector that provides access to the:
    • Customer Selector Button Contact Manager to quickly log who initiated a record.
    • Quick View Button Customer Record to quickly view detailed information about the Customer.
  • The CMDB Selector CMDB Related Item Selector that provides access to the:
    • CMDB CI Picker Button CI database to quickly log the affected asset.
    • Quick View Button CI Record to quickly view detailed information about the affected asset.

Good to know:

  • Lookup Object values can be viewed and used in the Browser Client; however, values are managed (created, edited, deleted, etc.) and configured only in the CSM Desktop Client.
  • Customer records and CI records can be viewed in their respective interfaces; however, records are created and deleted using the options on the Browser Client menu bar.
  • The Contact Manager, Table Management interface, and CMDB interface utilize a Grid interface. Use the Grid capabilities (ex: Print, export, run an Action, sort, filter, size, move/reorder, and add/remove columns) to display only the data you want and in a way that is meaningful to you.
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