CSM 10.2.2 Documentation

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Add a Record to a Queue

You can add a record to a Queue directly from a Business Object record.

To add a record to a Queue:

  1. Open a record.
  2. Do one of the following:
    • From the CSM Desktop Client menu bar, click Tools>Queues>Current Record>Add to Queue.
    • From the Queue pane (accessed within the CSM Desktop Client Task Pane), click the Add to Queue button next to the desired Queue.
    • From the Queue pane (accessed within the CSM Desktop Client Task Pane), right-click and select Add Current Record to Queue.
    • On your keyboard, press CTRL+Q.
    1. Select the Queue for which you want to add the record. Options include:
      • Leave the selected Queue as-is.
      • From the drop-down, select a recently added Queue.
      • Click the Ellipses button to open the Queue Manager, and then select an existing Queue or create a new Queue.
      • Select the User Queue radio button and select the Team and User in the drop-downs.
    2. (Optional) Provide custom text for the Queue History Journal record.
  3. Select OK.

    The record is added to the Queue.


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