shortcut to create new case and new contact USD

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how can I add a shortcut to create a new case and new contact on USD. kindly see the attach picture that where i want the insert the shortcut.

thanks in advance.

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Biplab Singha on at

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Hi Imran,

You need to Create Toolbar button for this. The Below is a step by step Example for that http://www.powerobjects.com/2016/06/17/how-to-configure-toolbar-buttons-in-unified-service-desk/

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ansrikanth 3,115 on at

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Hi

Here is a nice article from my coach Neil Parkhurst explaining exactly the same requirement https://neilparkhurst.com/2016/08/01/usd-phone-call-from-toolbar/

Just follow the steps mentioned as is...

Happy Coding !!

Srikanth

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Neil Parkhurst 10,727 User Group Leader on at

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"Coach", I don't know about that Srikanth! You taught me USD.

I agree the post you showed explains how to create an entity from the main toolbar and open a session for that entity. If that is what is needed then it could be adapted for cases and contacts.

But it is more common to start the session on a contact or account and then want to add a case. As you normally want to set the customer field on the case to either a contact or an account. So typically the toolbar button is better placed in a navigation toolbar on the contact or account. (Or maybe even an answer in an agent script if you are using those.) I have another post which describes an alternative approach.

neilparkhurst.com/.../usd-case-toolbar-create-and-view

Imran, please feel free to contact me directly from my blog if you need any additional help. (neilparkhurst.com)

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