Contact Centre (CE)

How to I remove a Sales Representative that was assigned to customer account. The representative field is to be blank.

Hi, is there a way to search by Customer Address ID in IFS? I could not find and area to search by Customer address ID to see where and what Customer records the same address ID reside in. Look forward to help.

I’m looking for a glossary of IFS terminology our organization can reference. Does anyone know where I can find and access such a resource?

Hi,I posted the above back in November and no replies.Since then we have upgraded to V6.8.3 and we’re still experiencing issues where the CE Browser refreshes and takes the user back to the start.Does anyone else have issues like this?

Hi Experts,I am very much new to CE portal, hence followed few courses in academy. However, i am unable to find out how to get access to the admin client in order to get started with a simple app creation. Should i download the admin client and install or is it available as an add-on to cloud client. I have access to ifs demo env.. Should i need any license keys for this ? Can someone shed some light on this please.Thank you,Roshan

Is there an OOTB screen that a user can search a customer by a phone number? Our use case: we want to integrate a telephony system to IFS so when a person rings in a IFS screen will appear with a list of customers and then the user can access the customer account or customer 360 screen So far we are unable to find a screen to search by phone number so thinking would need to make a custom screen via a CRIM

Good morning, Has anyone managed to do an integration of WeChat into CE? Thank you,Violeta

CE6 maintains close alignment with the release schedule of IFS Cloud, incorporating both monthly Service Updates (SU) and bi-annual Major Releases.Each customer's CE Tenant is updated based on the configuration settings defined during onboarding. These settings can vary by environment and may be adjusted post-deployment.If you're unsure of your current configuration, please contact Unified Support, who will be happy to assist. Updated CE6 Release Timeline (2025)To reflect the current deployment model, the CE6 release process follows the below timeline: Third Thursday of Each Month R&D-approved release packages are made available to the responsible Cloud Centre of Excellence (CCoE) SME. ⏱ Target handover window: 08:30 – 16:00 GMT/BST

Good afternoon everybody, Does anybody know how I can map header parameters when invoking an action in CE?The mandatory parameter ActivityId is mapped and is taking the value, however, it requires 2 more (company and Site, properties which I do not have in the used Type, to be able to map the variables)  API: SvcschAppointmentBookingHandlingType: SvcschApptBooking (here I do not have these Properties, to be able to map the variables.Method: GenerateSlots@ApptBookingSet The action fails displaying the error message “CE Context Required” Thank you and wish you

Dear Community,Short: We are looking for an UI Toolkit for CE Portal / IFS Cloud. Content: We are currently developing screens in the CE Portal, specifically for our subcontractors (technicians) to view, accept, and decline jobs. To create the wireframes and an initial prototype, we plan to use Figma as our design tool and would like to work with an established IFS UI Toolkit to ensure consistency and efficiency.Can someone provide us with a suitable UI Toolkit for CE/IFS Cloud for Figma that we can use for this purpose?Thank you very much for your support!Best regardsLukas

Hello,Currently have a client interested in Call Center / Case Management.  How do their customers get access to see cases within Call center? Is this done through a Limited License User? Any insight would be greatly appreciated! Thank you in advance,-Preston

Five vulnerabilities have been discovered within the Ingress NGINX Controller for Kubernetes on the 24th of March 2025. NGINX Ingress Controller is a tool used in CE Kubernetes environments to manage and route external traffic to services within the cluster. Ingress Controller acts as a reverse proxy and load balancer, supporting various protocols like HTTP, WebSocket, GRPC, TCP, and UDP, and also provides features such as content-based routing and TLS/SSL termination. Vulnerability detailsCVE-2025-1974 - ingress-nginx admission controller RCE escalation CVE-2025-1974 is a critical 'improper isolation or compartmentalisation' vulnerability with a CVSSv3 score of 9.8. An unauthenticated attacker with access to the pod network could execut

Good morning, Starting 20 of March I am facing an issue while trying to create records in some tables, as for example when creating Service Requests through CE.I has a Create method with all the mandatory parameters, mapped; then Finish method which had as parameter the Objkey of the record created in the Virtual table. This worked fine for 1.5 years, and all of a sudden, on 21st March stopped working and the attached error was displayed, as if the object cannot be identified anymore based on the Objkey parameter.The record gets created in the virtual table, but I cannot access it from there to create the record in the permanent table through CE. We have tryied to Finish the creation with Postman, and it goes fine, so it’s not really clear why through CE is not working anymore. Have anybody faced this issue? How did you handled it? CE Core Package: 6.8.4.1IFSCloud: 24R2 Thank you,Violeta

With the Cloud Version, will it capture all emails internally and externally and keep them organized like Hubsport and salesforce do? The case should be the source of truth and all communications should be easy to read and follow. I have found a lot about the CRM and seen videos, but I would love to see a demo of the Call center functionality around cases. I have watched this as well.https://www.gotostage.com/channel/4c8b006abd3344ea9a62605ba7c00c31/recording/40941d06329349e7b96284a575ea8595/watch Thanks,Doug

How do you get the Configuration Status out of “Parked” IFS10 Apps  

Hey all !  Just wondering if there is a way to restrict Force wrap up on certain agents ? 

Hi, We’re running v.6.7.1.1 of CE.During live calls some agents are experiencing random browser refreshes which results in them losing all data collected and then taking them back to the start of the call flow.The refresh can occur at any stage of the workflow, and crucially we’re not able to replicate.Does anyone else experience this type of behaviour, or have experienced it and managed to root cause why it happens.The hardest part is replicating so just reaching out to see if anyone else has had similar issues.RegardsAdy 

 HelloI am developing a portal.Users can see quotes and invoices on it.How can I make them download PDFs of invoices and quotes?Could you help me with the screens I need to configure?Thank you.  

Dear community,We are using Call Center Cases and are frequently handing over to Work Orders.We have recently started using the Service Quotations, and would like to handover cases to Service Quotations, but can not find this option in the case handover possibilities.What is the process to handover case task to service quotation?Thanks,Robbert

Hi, We are getting below errors in ifsalert.0.log file in Apps9 environment after SFTP reader. 2024-09-25 22:39:06,980  27 ERROR [Integration]{PLT_TOLLS_SFTP_READER} ifs.fnd.connectserver.sftp.SFTPReaderAgent.doRun(): Main loop error: 4:  [Error GUID:61c033ef-5404-4ac9-a03e-d3bbcc05fdf9]2024-09-25 22:39:07,003  26 ERROR [Integration]{PLT_NEWPORT_SFTP_READER} ifs.fnd.connectserver.sftp.SFTPReaderAgent.doRun(): Main loop error: 4:  [Error GUID:226a0292-42bd-4c33-b107-bcb7d9d525dc]2024-09-25 22:39:15,286  25 ERROR [Integration]{PLT_N4_SFTP_READER} ifs.fnd.connectserver.sftp.SFTPReaderAgent.doRun(): Main loop error: 4:  [Error GUID:85719473-82ff-4259-bcaf-60a6468c67be]2024-09-25 22:44:07,929  26 ERROR [Integration]{PLT_NEWPORT_SFTP_READER} ifs.fnd.connectserver.sftp.SFTPReaderAgent.doRun(): Main loop error: 4:  [Error GUID:82c5ccb4-94d3-47bb-a104-656527ccaf5a]2024-09-25 22:44:09,398  27 ERROR [Integration]{PLT_TOLLS_SFTP_READER} ifs.fnd.connectserve

We receive e-mail notifications from DoNotReply@ifs.com every day. This notification lets us know that the license key for installation for some of our previous customers will expire on a certain date in the past.Additionally, the email contains a link and a statement that this email is being sent to the 'mail list'. If we try to access the link, we are told that the page no longer exists.As they are no longer existing customers with us, we no longer wish to receive these e-mails and they are creating a lot of unnecessary noise every day.Have anyone experienced this and know how to get rid of these emails?

We are using a web browser plugin to access our knowledge base platform. When our support agents open a ticket in AssystWeb, the plugin opens a sidebar with a search engine. The plugin can be configured to recognize data on the webpage (in this case, the incident form) and automatically “grab” field contents to paste it in the search engine, delivering search results to the support agent immediately when they open a ticket.The plugin configuration offers five methods for recognizing the field, based on standard Javascript functions:Setting Definition Title_xxxxxxx getElementsByName - method returns a collection of elements with a specified name. Currently we then use the first element found.   getElementById - method returns an element with a specified ID   getElementsByClassName - method returns a collection of elements with a s

How do you close a customer so no further transactions can be made?  I have made the customer inactive but it stills allows you to place an order with no warning message

Hi, I cannot create a case in the Customer Engagement Center;https://support.ifsworld.com/ifscec/(S(vkmejx1bryukwio40ddf04ao))/CasePage.aspx?ReturnUrl=%2fifscec%2fCasePage.aspx%3f_ga%3d2.109232133.1685598635.1610385686-1322131572.1568713326&_ga=2.109232133.1685598635.1610385686-1322131572.1568713326#It says in the top right-hand corner “Today is a not a working day”When will it be operational again?Thank you

Does anyone know where I can get Sales Contract Management Lobby used by Rick Hamill?   Hate to recreate the wheels when they are already done. Thanks!!!