Enabling staff members to add clients from the Incident form in the Remedyforce Console

After upgrading to BMC Remedyforce 20.15.01, system administrators must manually enable staff members to add clients from the Incident form in the Remedyforce Console. Staff members can then access the following options from the Incident form in the Remedyforce Console:

• icon next to the Client ID field.

• Create New Client option when staff members enter the client name or ID in the Client ID field
• Create New Client button on the Users lookup window

To enable staff members to add clients from the Incident form in the Remedyforce Console

1. Click the Remedyforce Administration tab.
2. On the Home page, click the Manage Users tile, and from the menu select User Settings.
3. Select the Enable creation of clients from the Incident page in Remedyforce Console check box.
4. Click Save.

Related topic

Configuring user settings

Creating an incident or a service request by applying a template

Creating an incident or a service request without a template