Define Business Object Settings
Business Objects must be defined for Business Object Records to be created or updated and associated with remote support session history.
|Add||Select to add the highlighted Action. See Chat Actions window options below.|
|Edit||Select to edit the highlighted Action. See Chat Actions window options below.|
|Remove||Select to remove the highlighted Action.|
|Up/Down Arrow buttons||Select to change the order of the selected Actions.|
Select or clear Business Object defaults to determine what type of Business Object CSM creates after the end of a remote support session that was not launched from CSM (example: sessions launched from the BeyondTrust Web Portal or BeyondTrust Representative Console).
When a remote support session is not launched from CSM, CSM does not have any information about the type of Business Object to create after a session ends. By setting a Business Object as the default, CSM creates a new object of the specified type if no Business Object information is available when a remote support session has ended. If no default Business Object is selected and a remote support session is not initiated through CSM, the event is ignored and no action taken.