CSM Client Feature Parities and Differences

The main Business Objects available in the CSM Desktop Client are also available in the CSM Browser Client. The majority of the differences in functionality are in configuration and administrative functions within the Browser Client.

Features CSM Desktop Client CSM Browser Client Differences
Actions Yes Partial In CSM Browser Client, run only.
Attachments Yes Extended In CSM Browser Client, users can download multiple attachments at once and use drag-and-drop to add attachments to records. The Attachments tab of the Related Items pane is only available in the Browser Client.
Attachment Manager Yes No The Attachment Manager is not currently supported in the CSM Browser Client.
Automation Processes Yes Partial Run based on conditions met in any client. Ability to view Automation Processes for a current record available in CSM Desktop Client.
Business Hours Yes Partial In CSM Browser Client, view only.
Business Object records Yes Yes View, create, edit, and delete Business Object records.
Calendars Yes Partial In CSM Browser Client, view only; in separate tab (not Tools).
CMDB Yes Yes
Contact Manager Yes Partial In CSM Browser Client, view and export only.
Execute a Command Actions in One-Step™ Actions Yes Partial In CSM Browser Client, some Execute a Command Actions do not work.
Counters Yes Partial In CSM Browser Client, view only.
Dashboards Yes Partial In CSM Browser Client, view only.

Users can change a dashboard theme and refresh dashboards so widgets display the latest data.

Email Yes Yes In CSM Browser Client, see Related Items Email, send email, and with attachments. Configuration must be done in CSM Administrator.
Expressions Yes Partial In CSM Browser Client, view only.
Forms Yes Yes
Grids Yes Yes In CSM Browser Client:
  • Actions, columns, and export functions are found in the toolbar instead of context menus.
  • Grids automatically collapse to a vertical card view on smaller screens or resized browsers. Filters and sorting are not available in this view.
  • The Truncate long fields option is not available when exporting a grid.
  • Grid filters do not persist from session to session.
HTML Pages Yes Partial In CSM Browser Client, view only.
Journals Yes Yes
Knowledge Yes Yes
Metrics Yes Partial In CSM Browser Client, view only.
Caching differences:
  • CSM Browser Client: Metric query results are cached on the server.
  • Desktop Client: Metric query results are cached on each user's local machine.

To learn how this impacts results, see Metric Caching.

One-Step Actions Yes Partial In CSM Browser Client, run only.

When a One-Step Action executes in the CSM Browser Client, a progress bar is not displayed.

Prompts Yes Partial In CSM Browser Client, run only.
Queues Yes Partial In CSM Browser Client, view only; Queue Manager in Searches (not Tools).
Record Locking Yes Yes
Related Items In CSM Desktop Client, Chat and Communication only.
Reports Yes Partial In CSM Browser Client, run only; in separate tab (not Tools).
Rich Text Yes Yes
Searching Yes Yes
System Analyzer Yes No In CSM Browser Client, not currently supported.
Table Management Yes Partial In CSM Browser Client, view and export only.
Task Pane Yes Alternative In CSM Browser Client, use Related Items Solution Search for similar search functionality.
Toolbars Yes Partial In CSM Browser Client, no ability to create a custom toolbar or use the toolbar created in CSM Desktop Client.
Visualizations Yes Partial In CSM Browser Client, view only.

Also, the Browser Client Visualization window does not include a menu bar.

Widgets Yes Partial In CSM Browser Client, view and drill-down only.
Note: Actions on Twitter widgets are not supported in the CSM Browser Client.