Comparison of functionality available in different UIs
The following table compares the functionality of the Remedyforce Console and the Salesforce page layout. (Blank cells indicate no functionality.)
Functionality | Remedyforce Console | Salesforce page layout |
|---|---|---|
Available for staff members | ||
Manage the following records from the Remedyforce Console tab:
| ✅️ |
|
Use SmartViews | ✅️ | ✅️ |
View Incidents and Service Requests as separate modules | ✅️ |
|
Use additional agent tools for change requests: Collision Detection and Impact Analysis | ✅️ |
|
Perform actions on BMC Client Management devices from the CI Actions window in Remedyforce | ✅️ |
|
View dashboard and QuickViews (enables staff members to view list of records assigned to them and other key data) | ✅️ |
|
Use keyboard shortcuts to perform a few common actions | ✅️ |
|
Use type ahead in lookup type fields | ✅️ |
|
View attachments before saving a record | ✅️ | ✅️ |
Set your chat status to chat with Self Service clients | ✅️ |
|
Increase available workspace by hiding the tabs | ✅️ |
|
Apply templates on records | ✅️ | ✅️ |
Use related lists | ✅️ | ✅️ |
Update multiple records from list views | ✅️ | ✅️ |
View and follow broadcasts from the list view | ✅️ |
|
Link incidents to a broadcast from the list view | ✅️ |
|
Perform search on records and lookup fields in the list views | ✅️ |
|
Change owner of records | ✅️ | ✅️ |
Use smart suggestions to create and edit incidents - BETA | ✅️ |
|
Lock records | ✅️ |
|
Available for system administrator | ||
Configure filters on custom lookup fields | ✅️ |
|
Create custom layouts for profiles | ✅️ | ✅️ |
Create custom options for Actions and Agent Tools menu | ✅️ |
|
Configure templates based on profiles | ✅️ |
|