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	Chat Communication	Attachments Chat Communication Solution Search	In CSM Desktop Client, Chat and Communication only. When you add a new record to a Business Object where the Related Item Navigation has a custom label expression for an aggregate count of related records on a tab or related item, the count value is updated to reflect the number of records found in that relationship query. In the CSM Portal and Browser Client, the count value is correct, but the records themselves do not appear in the Related Items pane. Once you save the record, the Related Items pane displays the records as expected.
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.