Customer365 for SageCRM - User contributions [en]

Font

2016-08-23T08:29:49Z

Igors:

To set the system font modify the ewaress.css file

/*font controlled here*/
body, table, td
{
font-size: 13px;
color :black;
font-family: Arial, Sans-Serif;
}

In this instance you can see that we set the font to be size 13px and family to use "Arial, Sans-Serif".

Icons are use from Font Awesome 4.6.1

http://fontawesome.io/

Within the SQL box on the portal menus set the icon to be the name of the icon
e.g. fa fa-home fa-lg
fa-lg - sets icon size

To increase icon sizes relative to their container, use the fa-lg (33% increase), fa-2x, fa-3x, fa-4x, or fa-5x classes.
Or just use e.g fa fa-home for default size.

Full list of icons available at
http://fontawesome.io/icons/

Font

2016-08-23T08:29:28Z

Igors:

To set the system font modify the ewaress.css file

/*font controlled here*/
body, table, td
{
font-size: 13px;
color :black;
font-family: Arial, Sans-Serif;
}

In this instance you can see that we set the font to be size 13px and family to use "Arial, Sans-Serif".

Icons are use from Font Awesome 4.6.1

http://fontawesome.io/

Within the SQL box on the portal menus set the icon to be the name of the font
e.g. fa fa-home fa-lg
fa-lg - sets icon size

To increase icon sizes relative to their container, use the fa-lg (33% increase), fa-2x, fa-3x, fa-4x, or fa-5x classes.
Or just use e.g fa fa-home for default size.

Full list of icons available at
http://fontawesome.io/icons/

MediaWiki:Sidebar

2016-08-23T08:01:28Z

Igors:

Download Page

2016-08-22T16:20:54Z

Igors:

In this page user can access/download Portal files.

[[File:Downloadpage.png]]

Configuration settings for download page:

<add key="lblDownloadTitle" value="Downloads"/>
<add key="lblDownloadInfo" value="Click on the items below to download"/>
<add key="lblFileName" value="File Name"/>
<add key="lblDownloadPageMsg" value="Portal files listed below:"/>
<add key="DownloadPath" value="C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\"/>

----

To add a link:

1. add this link in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads))

2. in "Custom file" field add a full link address.

[[File:AddLink.png|700px]]

To add a file:

1. add this file to folder (e.g path for "DownloadPage" is "C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\")

2. add this file in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads)).

[[File:Addfile.png|700px]]

----

Message is no files to download

<add key="lblEmptyData" value="No Data To Display"/>

Downloads

2016-08-22T16:20:27Z

Igors:

In this page user can access/download Portal files.

[[File:Downloads.png]]

Configuration settings for download page:

<add key="lblDownloadTitle" value="Downloads"/>
<add key="lblDownloadInfo" value="Click on the items below to download"/>
<add key="lblFileName" value="File Name"/>
<add key="lblDownloadPageMsg" value="Portal files listed below:"/>
<add key="DownloadPath" value="C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\"/>

----

To add a link:

1. add this link in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads))

2. in "Custom file" field add a full link address.

[[File:AddLink.png|700px]]

To add a file:

1. add this file to folder (e.g path for "DownloadPage" is "C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\")

2. add this file in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads)).

[[File:Addfile.png|700px]]

----

Message is no files to download

<add key="lblEmptyData" value="No Data To Display"/>

Downloads

2016-08-22T16:19:50Z

Igors:

In this page user can access/download Portal files.

[[File:Downloads.png]]

Configuration settings for download page:

<add key="lblDownloadTitle" value="Downloads"/>
<add key="lblDownloadInfo" value="Click on the items below to download"/>
<add key="lblFileName" value="File Name"/>
<add key="lblDownloadPageMsg" value="Portal files listed below:"/>
<add key="DownloadPath" value="C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\"/>

----

To add a link:
1. add this link in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads))
2. in "Custom file" field add a full link address.

[[File:AddLink.png|700px]]

To add a file:
1. add this file to folder (e.g path for "DownloadPage" is "C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\")
2. add this file in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads)).

[[File:Addfile.png|700px]]

----

Message is no files to download

<add key="lblEmptyData" value="No Data To Display"/>

Download Page

2016-08-22T16:06:37Z

Igors:

In this page user can access/download Portal files.

[[File:Downloadpage.png]]

Configuration settings for download page:

<add key="lblDownloadTitle" value="Downloads"/>
<add key="lblDownloadInfo" value="Click on the items below to download"/>
<add key="lblFileName" value="File Name"/>
<add key="lblDownloadPageMsg" value="Portal files listed below:"/>
<add key="DownloadPath" value="C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\"/>

----

To add a link:
1. add this link in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads))
2. in "Custom file" field add a full link address.

[[File:AddLink.png|700px]]

To add a file:
1. add this file to folder (e.g path for "DownloadPage" is "C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\")
2. add this file in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads)).

[[File:Addfile.png|700px]]

----

Message is no files to download

<add key="lblEmptyData" value="No Data To Display"/>

File:AddLink.png

2016-08-22T16:05:43Z

Igors: AddLink.png

AddLink.png

Download Page

2016-08-22T16:02:28Z

Igors:

In this page user can access/download Portal files.

[[File:Downloadpage.png]]

Configuration settings for download page:

<add key="lblDownloadTitle" value="Downloads"/>
<add key="lblDownloadInfo" value="Click on the items below to download"/>
<add key="lblFileName" value="File Name"/>
<add key="lblDownloadPageMsg" value="Portal files listed below:"/>
<add key="DownloadPath" value="C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\"/>

----

To add a link:
1. add this link in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads)).

[[File:AddLink.png|700px]]

To add a file:
1. add this file to folder (e.g path for "DownloadPage" is "C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\")
2. add this file in CRM (Customisatioin -> Users -> Tabs -> choose tab (e.g PortalDownloads)).

[[File:Addfile.png|700px]]

----

Message is no files to download

<add key="lblEmptyData" value="No Data To Display"/>

File:Addfile.png

2016-08-22T16:00:56Z

Igors: Addfile.png

Addfile.png

Download Page

2016-08-22T16:00:35Z

Igors:

In this page user can access/download Portal files.

[[File:Downloadpage.png]]

Configuration settings for download page:

<add key="lblDownloadTitle" value="Downloads"/>
<add key="lblDownloadInfo" value="Click on the items below to download"/>
<add key="lblFileName" value="File Name"/>
<add key="lblDownloadPageMsg" value="Portal files listed below:"/>
<add key="DownloadPath" value="C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\"/>

----

To add a file:
1. add this file to folder (e.g path for "DownloadPage" is "C:\Program Files (x86)\Sage\CRM\CRM73\Library\CustomPages\Portal\")
2. add this file in CRM (Customisatioin -> Users -> Tabs -> (choose tab e.g PortalDownloads)).

[[File:Addfile.png|700px]]

----

Message is no files to download

<add key="lblEmptyData" value="No Data To Display"/>

Log New Case1

2016-08-22T13:03:58Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:Feetext.png]]

To do this, add "js/bangert.js" to "CustomScript" setting in web.config file.

<add key="CustomScript" value="js/bangert.js" />

Code in "bangert.js":
1. $(document).ready(function () {
2. var textField = $('#_Captcase_casefee');// field where message will be displayed
3. if (comp_type == 'Customer') {
4. textField.text("*$60 Case Fee Applies for Non-Members");
5. textField.css({ 'color': '#FFA500', 'font-weight': 'bold' });
6. $('#case_casefee').hide();
7. } else {
8. textField.hide();
9. $('#case_casefee').hide();
10. }
11. });

For example, it was precoded that above text is displayed to Companies whose type (comp_type) is "Customer"

If, for example, message needs to be displayed only to particular companies based on type and territory, change line 3 in above example to:

3. if (comp_type == 'Customer' && comp_territory == 'Europe') {

These fields also needs to be added in web.comfig file.

<add key="CompanyOutputfields" value="comp_type, comp_territory " />

Log New Case1

2016-08-22T10:35:59Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:Feetext.png]]

To do this, add "js/bangert.js" to "CustomScript" setting in web.config file.

<add key="CustomScript" value="js/bangert.js" />

For example, it was precoded that above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="CompanyOutputfields" value="comp_type, comp_name" />

Log New Case1

2016-08-22T09:58:22Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:Feetext.png]]

To do this, add "js/bangert.js" to "CustomScript" setting in web.config file.

<add key="CustomScript" value="js/bangert.js" />

For example, it was precoded that above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="Outputfields" value="comp_type, comp_name" />

Log New Case1

2016-08-22T09:31:53Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:Feetext.png]]

To do this, add "js/bangert.js" to "CustomScript" setting in web.config file.

<add key="CustomScript" value="js/bangert.js" />

For example, it was precoded that above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="Outputfields" value="comp_type" />

Log New Case1

2016-08-19T15:29:00Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:Feetext.png]]

To do this, add "js/bangert.js" to "CustomScript" setting in web.config file.

<add key="CustomScript" value="js/bangert.js" />

For example, above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="Outputfields" value="comp_type" />

CSS

2016-08-19T15:04:25Z

Igors:

The system has a primary style sheet called ewaress.css.

We also have the option (in the web.config file) to add in a custom style sheet

EG

<add key="customPortalCSS" value="css/crmtogether2015.css"/>

This is located at the core level of the web site.

To control the system font you change the option here.

The default font settings are as below:

/*font controlled here*/
body, table, td
{
font-size: 13px;
color :black;
font-family: Arial, Sans-Serif;
}

Icons as of March 2013 have been replaced by font-awesome
http://fortawesome.github.io/Font-Awesome/

----

User can change Navigation bar colour for android and windows phones in web.config file

<add key="ThemeColour" value="#0CA375"/>

Log New Case1

2016-08-19T14:57:47Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:Feetext.png]]

To do this, add "js/bangert.js" to "NewCaseCustomScript" setting in web.config file.

<add key="NewCaseCustomScript" value="js/bangert.js" />

For example, above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="NewCaseOutputfields" value="comp_type" />
<add key="lblFeeTextApplyTo" value="customer" />

Text to be displayed

<add key="lblFeeText" value="*$60 Case Fee Applies for Non-Members" />

Colour for text (#FFA500 - orange)

<add key="lblFeeTextColour" value="#FFA500" />

Log New Case1

2016-08-19T14:56:09Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:Feetext.png|700px]]

To do this, add "js/bangert.js" to "NewCaseCustomScript" setting in web.config file.

<add key="NewCaseCustomScript" value="js/bangert.js" />

For example, above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="NewCaseOutputfields" value="comp_type" />
<add key="lblFeeTextApplyTo" value="customer" />

Text to be displayed

<add key="lblFeeText" value="*$60 Case Fee Applies for Non-Members" />

Colour for text (#FFA500 - orange)

<add key="lblFeeTextColour" value="#FFA500" />

Log New Case1

2016-08-19T14:55:47Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:FeeText.png|700px]]

To do this, add "js/bangert.js" to "NewCaseCustomScript" setting in web.config file.

<add key="NewCaseCustomScript" value="js/bangert.js" />

For example, above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="NewCaseOutputfields" value="comp_type" />
<add key="lblFeeTextApplyTo" value="customer" />

Text to be displayed

<add key="lblFeeText" value="*$60 Case Fee Applies for Non-Members" />

Colour for text (#FFA500 - orange)

<add key="lblFeeTextColour" value="#FFA500" />

Log New Case1

2016-08-19T14:52:56Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is way to display an extra text when new case is being created based on company fields.

[[File:feetext.png|700px]]

To do this, add "js/bangert.js" to "NewCaseCustomScript" setting in web.config file.

<add key="NewCaseCustomScript" value="js/bangert.js" />

For example, above text is displayed to Companies whose type (comp_type) is "Customer"

User can change these settings in web.comfig file.

<add key="NewCaseOutputfields" value="comp_type" />
<add key="lblFeeTextApplyTo" value="customer" />

Text to be displayed

<add key="lblFeeText" value="*$60 Case Fee Applies for Non-Members" />

Colour for text (#FFA500 - orange)

<add key="lblFeeTextColour" value="#FFA500" />

File:Feetext.png

2016-08-19T14:50:40Z

Igors: Feetext.png

Feetext.png

Log New Case1

2016-08-19T14:50:22Z

Igors:

Click on the menu option Cases, then "+" sign and complete the fields as appropriate

[[File:log_case1.png]]

----

When user types in Case Description, Suggested solutions are displayed based on this description.

[[File:log_newcase1.png]]

To enable this option set "showSolutionsInLogCase" in web.config file to "Y"

<add key="showSolutionsInLogCase" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.
----

New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters

<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
<add key="UseCaseAssignedUserField" value="Y"/>

----

Round robin assignment (new feature from Oct 14)
The system can now be configured to assign cases on a round robin basis.

Setting '''UseRoundRobinCaseAssignement'''

<add key="UseRoundRobinCaseAssignement" value="Y" />

Sql setting to get a list of active users to select case_assigneduserid from

<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate > (getdate()-1) order by user_userid asc" />

Default user id to use (if no active users)

<add key="setAssignerUserDefault" value="1" />

Default case team (channel) to be the company team/channel

<add key="use_default_case_channelid" value="Y" />

----

There is to display an extra text when new case is being created based on company fields.

[[File:feetext.png|700px]]

To do this, add "js/bangert.js" to "NewCaseCustomScript" setting in web.config file.

<add key="NewCaseCustomScript" value="js/bangert.js" />

For example above text is display for Companies whose type (comp_type) are "Customer"

User can change these settings in web.comfig file.

<add key="NewCaseOutputfields" value="comp_type" />
<add key="lblFeeTextApplyTo" value="customer" />

Text to be displayed

<add key="lblFeeText" value="*$60 Case Fee Applies for Non-Members" />

Colour for text (#FFA500 - orange)

<add key="lblFeeTextColour" value="#FFA500" />

Menu Customisation

2016-08-17T16:15:31Z

Igors:

The Main menu on the LHS of the page is created from metadata

[[File:Mainmenu.png|700px]]

To edit select

Administration -> Customisation -> Users

There are 2 menus. One for when the user is logged out and one for when the user is logged on.

The menu for unauthenticated users is "PortalLogonMenu".

The menu for authenticated users is "PortalSupport".

The menu for authenticated users downloads is "Portaldownloads".

The download.aspx page can be copied and re-used with a different menu (allowing you have more than one download page) - The menu name should be the same as the page name
If for example you rename the page "PortalHelp.aspx" then the tabgroup must be called "PortalHelp.aspx"

[[File:Usermenu2.png|700px]]

----

On top of navigation menu user can enable or disable users and users company information.

[[File:UserInfo_Y.png|700px]]

To also display header title set "UseHeaderDisplayTitles" to "Y" in web.config file.

<add key="UseHeaderDisplayTitles" value="Y" />

[[File:UserInfo_YW.png|700px]]

To hide user`s name in web.config file set "showUserName" to "N", to hide company information set "showCompanyFields" to "N". Or set both values to "N" to hide this information

<add key="showUserName" value="N" />

<add key="showCompanyFields" value="N" />

[[File:UserInfo_N.png|700px]]
----

Menu items can be restricted for viewing for particular users.

To do this, add condition in CRM users menu

e.g. For "Resources" add condition - SQL: fa fa-external-link fa-lg'''#company,comp_type='customer''''

In this case only company whose type is customer will be able to see "Resources" tab in navigation menu.

[[File:RestrictUser.png|700px]]

File:UserInfo N.png

2016-08-17T16:13:30Z

Igors: UserInfo_N.png

UserInfo_N.png

File:UserInfo YW.png

2016-08-17T16:13:09Z

Igors: UserInfo_YW.png

UserInfo_YW.png

File:UserInfo Y.png

2016-08-17T16:12:43Z

Igors: UserInfo_Y.png

UserInfo_Y.png

Menu Customisation

2016-08-17T16:12:22Z

Igors:

The Main menu on the LHS of the page is created from metadata

[[File:Mainmenu.png|700px]]

To edit select

Administration -> Customisation -> Users

There are 2 menus. One for when the user is logged out and one for when the user is logged on.

The menu for unauthenticated users is "PortalLogonMenu".

The menu for authenticated users is "PortalSupport".

The menu for authenticated users downloads is "Portaldownloads".

The download.aspx page can be copied and re-used with a different menu (allowing you have more than one download page) - The menu name should be the same as the page name
If for example you rename the page "PortalHelp.aspx" then the tabgroup must be called "PortalHelp.aspx"

[[File:Usermenu2.png|700px]]

----

On top of navigation menu user can enable or disable users and users company information.

[[File:UserInfo_Y.png|700px]]

To also display header title set "UseHeaderDisplayTitles" to "Y"

<add key="UseHeaderDisplayTitles" value="Y" />

[[File:UserInfo_YW.png|700px]]

To hide user`s name set "showUserName" to "N", to hide company information set "showCompanyFields" to "N". Or set both values to "N" to hide this information

<add key="showUserName" value="N" />

<add key="showCompanyFields" value="N" />

[[File:UserInfo_N.png|700px]]
----

Menu items can be restricted for viewing for particular users.

To do this, add condition in CRM users menu

e.g. For "Resources" add condition - SQL: fa fa-external-link fa-lg'''#company,comp_type='customer''''

In this case only company whose type is customer will be able to see "Resources" tab in navigation menu.

[[File:RestrictUser.png|700px]]

Case Details

2016-08-17T13:47:49Z

Igors:

Open cases

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

View the case details

[[File:case1_detail.png]]

----

Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box.

[[File:casedetail1_buttons.png]]

----

Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.

<add key="DisableCaseNotes" value="N"/>

Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.

<add key="HideTrackingNotes" value="N"/>

[[File:case1_trackingnotes.png]]

(Notes stored in case progress and as communications - the list below is from the caseprogress table)
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.
<add key="ProgressFilter" value="and case_progressnote is not null"/>

----

Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.

<add key="ShowRequestClosure" value="Y"/>

----

Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.
<add key="AllowCaseFileUpload" value="Y"/>

By setting this value to "Y" Files upload are also displayed under case details.

[[File:case1_fileuploads.png]]

Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit

<add key="MaxFileSize" value="5242880"/>

Filter for file types (comma seperated values)

<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>

----

Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.

<add key="AllowCaseFileUploadScreenShot" value="Y"/>

*Large screen shots not saving

Issue is down to the size of the image and a limit in IIS

To adjust the limit do the following:

IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.

Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.

Max value is 2147483647

----
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.

<add key="AllowDragAndDrop" value="Y"/>

----
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.

<add key="showSolutionsInCaseDetails" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.

[[File:case1_suggestedsolutions.png]]

----

To see most recent communication list set "DisableCommunicationList" to "N"

<add key="DisableCommunicationList" value="N"/>

[[File:Cases_Comm.png|700px]]

----

Cases1

2016-08-17T13:46:52Z

Igors:

This lists the cases/RMA's in the system

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

Case Authorisation

In some instances you may want to allow customers to log issues from multiple people but you may want to then authorise the fixing of issues or tasks.
Within CRM the customer company's primary person is only allowed authorise a case.

web.config options are

Name of the field to be used for the authorisation
case_authorised should ve a selection Y/N codes

<add key="CaseAuthorisedFieldName" value="case_authorised"/>
<add key="CaseAuthorisedYes" value="Y"/>
<add key="CaseAuthorisedNo" value="N"/>

----

You can now set the case list to have a default order by using the otion

<add key="caselist_defaultorderby" value="order by case_referenceid desc"/>

----

Option to filter the case file lists. There are 2 options in the system to do this

<add key="FileListFilterCases" value=""/>

Default has no extra filter -

Sample to only show files created by the portal user

<add key="FileListFilterCases" value="(libr_createdby is null or libr_createdby <1)"/>

With FileListSQL you can specify a full sql string

<add key="FileListSQLCases" value="select * from library where libr_private is null and libr_caseid=#libr_caseid# order by libr_filename asc"/>

* If FileListSQLCases is set then the FileListFilterCases setting is ignored

----

Option to allow (company non-primary person) be case manager and view all company cases

To implement this you need to create a checkbox field on person (EG pers_ct_casemanager) and add this to the personboxlong screen.
Once done update (or add) the web.config key as follows:

<add key="PersonCaseManagerField" value="pers_ct_casemanager"/>

Once you set a person to be a case manager they will see ALL company cases

----
Error..

failed in getThumnailImage=.....\Customer365\images\thumb\3-16-2015- 44122- PM.png ex:A generic error occurred in GDI+.failed in getThumnailImage=C:\Program Files (x86)\Sage\CRM\Customer365\images\thumb\3-30-2015- 35627- PM.png ex:A generic error occurred in GDI+.

To resolve this permissions on the "images\thumb\" folder need to be set for the IUSR (or whatever user IIS is using)

----

You can now search on your cases.

[[File:case1_search.png]]

This option can be turned on/off

To turn off case search drop-down list set "HideCasesListFilter" to "Y" in web.config file.

<add key="HideCasesListFilter" value="Y"/>

To turn off case search box set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description .

<add key="CaseFilterSearchActive" value="Y"/>

To configure how the search works edit the setting

<add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>

Press "Clear" to clear search filters.

----

Cases1

2016-08-17T13:45:41Z

Igors:

Cases1

2016-08-17T13:44:56Z

Igors:

This lists the cases/RMA's in the system

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

Case Authorisation

In some instances you may want to allow customers to log issues from multiple people but you may want to then authorise the fixing of issues or tasks.
Within CRM the customer company's primary person is only allowed authorise a case.

web.config options are

Name of the field to be used for the authorisation
case_authorised should ve a selection Y/N codes

<add key="CaseAuthorisedFieldName" value="case_authorised"/>
<add key="CaseAuthorisedYes" value="Y"/>
<add key="CaseAuthorisedNo" value="N"/>

----

You can now set the case list to have a default order by using the otion

<add key="caselist_defaultorderby" value="order by case_referenceid desc"/>

----

Option to filter the case file lists. There are 2 options in the system to do this

<add key="FileListFilterCases" value=""/>

Default is no extra filter -

Sample to only show files created by the portal user

<add key="FileListFilterCases" value="(libr_createdby is null or libr_createdby <1)"/>

With FileListSQL you can specify a full sql string

<add key="FileListSQLCases" value="select * from library where libr_private is null and libr_caseid=#libr_caseid# order by libr_filename asc"/>

* If FileListSQLCases is set then the FileListFilterCases setting is ignored

----

Option to allow (company non-primary person) be case manager and view all company cases

To implement this you need to create a checkbox field on person (EG pers_ct_casemanager) and add this to the personboxlong screen.
Once done update (or add) the web.config key as follows:

<add key="PersonCaseManagerField" value="pers_ct_casemanager"/>

Once you set a person to be a case manager they will see ALL company cases

----
Error..

failed in getThumnailImage=.....\Customer365\images\thumb\3-16-2015- 44122- PM.png ex:A generic error occurred in GDI+.failed in getThumnailImage=C:\Program Files (x86)\Sage\CRM\Customer365\images\thumb\3-30-2015- 35627- PM.png ex:A generic error occurred in GDI+.

To resolve this permissions on the "images\thumb\" folder need to be set for the IUSR (or whatever user IIS is using)

----

You can now search on your cases.

[[File:case1_search.png]]

This option can be turned on/off

To turn off case search drop-down list set "HideCasesListFilter" to "Y" in web.config file.

<add key="HideCasesListFilter" value="Y"/>

To turn off case search box set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description .

<add key="CaseFilterSearchActive" value="Y"/>

To configure how the search works edit the setting

<add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>

Press "Clear" to clear search filters.
----
Large screen shots not saving

Issue is down to the size of the image and a limit in IIS

To adjust the limit do the following:

IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.

Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.

Max value is 2147483647

Case Details

2016-08-17T13:43:10Z

Igors:

Open cases

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

View the case details

[[File:case1_detail.png]]

----

Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box.

[[File:casedetail1_buttons.png]]

----

Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.

<add key="DisableCaseNotes" value="N"/>

Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.

<add key="HideTrackingNotes" value="N"/>

[[File:case1_trackingnotes.png]]

(Notes stored in case progress and as communications - the list below is from the caseprogress table)
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.
<add key="ProgressFilter" value="and case_progressnote is not null"/>

----

Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.

<add key="ShowRequestClosure" value="Y"/>

----

Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.
<add key="AllowCaseFileUpload" value="Y"/>

By setting this value to "Y" Files upload are also displayed under case details.

[[File:case1_fileuploads.png]]

Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit

<add key="MaxFileSize" value="5242880"/>

Filter for file types (comma seperated values)

<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>

----

Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.

<add key="AllowCaseFileUploadScreenShot" value="Y"/>

----
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.

<add key="AllowDragAndDrop" value="Y"/>

----
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.

<add key="showSolutionsInCaseDetails" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.

[[File:case1_suggestedsolutions.png]]

----

To see most recent communication list set "DisableCommunicationList" to "N"

<add key="DisableCommunicationList" value="N"/>

[[File:Cases_Comm.png|700px]]

----

Case Details

2016-08-17T13:42:45Z

Igors: Created page with "File:case1_list.png Click on a case field to open File:case1_click.png View the case details File:case1_detail.png ---- Portal users can create notes, reque..."

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

View the case details

[[File:case1_detail.png]]

----

Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box.

[[File:casedetail1_buttons.png]]

----

Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.

<add key="DisableCaseNotes" value="N"/>

Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.

<add key="HideTrackingNotes" value="N"/>

[[File:case1_trackingnotes.png]]

(Notes stored in case progress and as communications - the list below is from the caseprogress table)
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.
<add key="ProgressFilter" value="and case_progressnote is not null"/>

----

Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.

<add key="ShowRequestClosure" value="Y"/>

----

Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.
<add key="AllowCaseFileUpload" value="Y"/>

By setting this value to "Y" Files upload are also displayed under case details.

[[File:case1_fileuploads.png]]

Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit

<add key="MaxFileSize" value="5242880"/>

Filter for file types (comma seperated values)

<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>

----

Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.

<add key="AllowCaseFileUploadScreenShot" value="Y"/>

----
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.

<add key="AllowDragAndDrop" value="Y"/>

----
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.

<add key="showSolutionsInCaseDetails" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.

[[File:case1_suggestedsolutions.png]]

----

To see most recent communication list set "DisableCommunicationList" to "N"

<add key="DisableCommunicationList" value="N"/>

[[File:Cases_Comm.png|700px]]

----

MediaWiki:Sidebar

2016-08-17T13:40:19Z

Igors:

Activity

2016-08-16T15:38:31Z

Igors:

When a user logs on to a portal we create a communication record.

[[File:portalcom.png]]

Settings in web.config

<add key="comm_note_Logon" value="Portal logon"/>
<add key="comm_note_Logoff" value="Portal logoff"/>

----

To disable communication record creation when user logs in, logs out, changes passwords and creates new case, change "DissableLogCommunications" to "Y"

*"N" by default

<add key="DissableLogCommunications" value="N"/>

Menu Customisation

2016-08-16T15:29:04Z

Igors:

Menu Customisation

2016-08-16T15:28:28Z

Igors:

Menu Customisation

2016-08-16T15:27:25Z

Igors:

Menu Customisation

2016-08-16T15:27:04Z

Igors:

File:RestrictUser.png

2016-08-16T15:26:36Z

Igors: RestrictUser.png

RestrictUser.png

Menu Customisation

2016-08-16T15:26:17Z

Igors:

Dashboard

2016-08-15T08:17:46Z

Igors:

This setting allows you to set what is displayed in Dashboard Page:

Case Count and Date last case logged:

<add key="ShowCaseCount" value="Y"/>

----
From 08/08/2016

Client count, next maintenance due and client name for maintenance:

<add key="ShowClientCount" value="Y"/>

For this option new fields need to be added in CRM to Company Table:
[[Field Caption Field Name Field Type]]
Business Partner comp_buspartnercompid Adv Search Select

[[File:Company_field.png|700px]]

----
From 08/08/2016

Download count, last downloaded file and date:

To keep track on users downloads set "TrackDownloads" to "Y"

<add key="TrackDownloads" value="Y"/>

To display information in dashboard set "ShowDownloadCount" to "Y"

<add key="ShowDownloadCount" value="Y"/>

For this option new fields need to be added in CRM to Person Table:
[[Field Caption Field Name Field Type Size]]
Number of Downloads pers_downcount Integer
Last Downloaded Document pers_lastdowndoc Text 100*
Last Download Date pers_lastdowndate Date & Time

*Size of the field should accommodate document file name length.
Maximum file name length can also be reconfigured in web.config. This value should be less or equal to field size in CRM

<add key="MaxDocNameLenght" value="100"/>

[[File:Dashboard_Pers.png|700px]]

----

Maintenance count, next maintenance due and client name for maintenance:

<add key="ShowMaintenanceCount" value="Y"/>

Next maintenance script

<add key="NextMaintenanceSQL" value="select * from ctProductSupport where prsu_expiry > GETDATE() and #searchvalue# and prsu_status <> 'notrenewing' order by prsu_expiry asc" />

----

Email count and proportion for Emails out and Emails in:

<add key="ShowEmailCount" value="Y"/>

----

[[File:dashboard.png|700px]]

Dashboard

2016-08-15T08:17:13Z

Igors:

This setting allows you to set what is displayed in Dashboard Page:

Case Count and Date last case logged:

<add key="ShowCaseCount" value="Y"/>

----
From 08/08/2016

Client count, next maintenance due and client name for maintenance:

<add key="ShowClientCount" value="Y"/>

For this option new fields need to be added in CRM to Company Table:
[[Field Caption Field Name Field Type]]
Business Partner comp_buspartnercompid Adv Search Select

[[File:Company_field.png|700px]]

----
From 08/08/2016

Download count, last downloaded file and date:

To keep track on users downloads set "TrackDownloads" to "Y"

<add key="TrackDownloads" value="N"/>

To display information in dashboard set "ShowDownloadCount" to "Y"

<add key="ShowDownloadCount" value="Y"/>

For this option new fields need to be added in CRM to Person Table:
[[Field Caption Field Name Field Type Size]]
Number of Downloads pers_downcount Integer
Last Downloaded Document pers_lastdowndoc Text 100*
Last Download Date pers_lastdowndate Date & Time

*Size of the field should accommodate document file name length.
Maximum file name length can also be reconfigured in web.config. This value should be less or equal to field size in CRM

<add key="MaxDocNameLenght" value="100"/>

[[File:Dashboard_Pers.png|700px]]

----

Maintenance count, next maintenance due and client name for maintenance:

<add key="ShowMaintenanceCount" value="Y"/>

Next maintenance script

<add key="NextMaintenanceSQL" value="select * from ctProductSupport where prsu_expiry > GETDATE() and #searchvalue# and prsu_status <> 'notrenewing' order by prsu_expiry asc" />

----

Email count and proportion for Emails out and Emails in:

<add key="ShowEmailCount" value="Y"/>

----

[[File:dashboard.png|700px]]

Cases1

2016-08-12T09:48:05Z

Igors:

This lists the cases/RMA's in the system

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

View the case details

[[File:case1_detail.png]]

----

Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box.

[[File:casedetail1_buttons.png]]

----

Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.

<add key="DisableCaseNotes" value="N"/>

Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.

<add key="HideTrackingNotes" value="N"/>

[[File:case1_trackingnotes.png]]

(Notes stored in case progress and as communications - the list below is from the caseprogress table)
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.
<add key="ProgressFilter" value="and case_progressnote is not null"/>

----

Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.

<add key="ShowRequestClosure" value="Y"/>

----

Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.
<add key="AllowCaseFileUpload" value="Y"/>

By setting this value to "Y" Files upload are also displayed under case details.

[[File:case1_fileuploads.png]]

Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit

<add key="MaxFileSize" value="5242880"/>

Filter for file types (comma seperated values)

<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>

----

Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.

<add key="AllowCaseFileUploadScreenShot" value="Y"/>

----
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.

<add key="AllowDragAndDrop" value="Y"/>

----
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.

<add key="showSolutionsInCaseDetails" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.

[[File:case1_suggestedsolutions.png]]

----

To see most recent communication list set "DisableCommunicationList" to "N"

<add key="DisableCommunicationList" value="N"/>

[[File:Cases_Comm.png|700px]]

----

Case Authorisation

In some instances you may want to allow customers to log issues from multiple people but you may want to then authorise the fixing of issues or tasks.
Within CRM the customer company's primary person is only allowed authorise a case.

web.config options are

Name of the field to be used for the authorisation
case_authorised should ve a selection Y/N codes

<add key="CaseAuthorisedFieldName" value="case_authorised"/>
<add key="CaseAuthorisedYes" value="Y"/>
<add key="CaseAuthorisedNo" value="N"/>

----

You can now set the case list to have a default order by using the otion

<add key="caselist_defaultorderby" value="order by case_referenceid desc"/>

----

Option to filter the case file lists. There are 2 options in the system to do this

<add key="FileListFilterCases" value=""/>

Default is no extra filter -

Sample to only show files created by the portal user

<add key="FileListFilterCases" value="(libr_createdby is null or libr_createdby <1)"/>

With FileListSQL you can specify a full sql string

<add key="FileListSQLCases" value="select * from library where libr_private is null and libr_caseid=#libr_caseid# order by libr_filename asc"/>

* If FileListSQLCases is set then the FileListFilterCases setting is ignored

----

Option to allow (company non-primary person) be case manager and view all company cases

To implement this you need to create a checkbox field on person (EG pers_ct_casemanager) and add this to the personboxlong screen.
Once done update (or add) the web.config key as follows:

<add key="PersonCaseManagerField" value="pers_ct_casemanager"/>

Once you set a person to be a case manager they will see ALL company cases

----
Error..

failed in getThumnailImage=.....\Customer365\images\thumb\3-16-2015- 44122- PM.png ex:A generic error occurred in GDI+.failed in getThumnailImage=C:\Program Files (x86)\Sage\CRM\Customer365\images\thumb\3-30-2015- 35627- PM.png ex:A generic error occurred in GDI+.

To resolve this permissions on the "images\thumb\" folder need to be set for the IUSR (or whatever user IIS is using)

----

You can now search on your cases.

[[File:case1_search.png]]

This option can be turned on/off

To turn off case search drop-down list set "HideCasesListFilter" to "Y" in web.config file.

<add key="HideCasesListFilter" value="Y"/>

To turn off case search box set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description .

<add key="CaseFilterSearchActive" value="Y"/>

To configure how the search works edit the setting

<add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>

Press "Clear" to clear search filters.
----
Large screen shots not saving

Issue is down to the size of the image and a limit in IIS

To adjust the limit do the following:

IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.

Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.

Max value is 2147483647

File:Cases Comm.png

2016-08-12T09:47:40Z

Igors:

Cases1

2016-08-12T09:47:22Z

Igors:

This lists the cases/RMA's in the system

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

View the case details

[[File:case1_detail.png]]

----

Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box.

[[File:casedetail1_buttons.png]]

----

Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.

<add key="DisableCaseNotes" value="N"/>

Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.

<add key="HideTrackingNotes" value="N"/>

[[File:case1_trackingnotes.png]]

(Notes stored in case progress and as communications - the list below is from the caseprogress table)
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.
<add key="ProgressFilter" value="and case_progressnote is not null"/>

----

Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.

<add key="ShowRequestClosure" value="Y"/>

----

Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.
<add key="AllowCaseFileUpload" value="Y"/>

By setting this value to "Y" Files upload are also displayed under case details.

[[File:case1_fileuploads.png]]

Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit

<add key="MaxFileSize" value="5242880"/>

Filter for file types (comma seperated values)

<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>

----

Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.

<add key="AllowCaseFileUploadScreenShot" value="Y"/>

----
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.

<add key="AllowDragAndDrop" value="Y"/>

----
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.

<add key="showSolutionsInCaseDetails" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.

[[File:case1_suggestedsolutions.png]]

----

To see most recent communication list set "DisableCommunicationList" to "N"

<add key="DisableCommunicationList" value="N"/>

[[File:Cases_Comm.png]]

----

Case Authorisation

In some instances you may want to allow customers to log issues from multiple people but you may want to then authorise the fixing of issues or tasks.
Within CRM the customer company's primary person is only allowed authorise a case.

web.config options are

Name of the field to be used for the authorisation
case_authorised should ve a selection Y/N codes

<add key="CaseAuthorisedFieldName" value="case_authorised"/>
<add key="CaseAuthorisedYes" value="Y"/>
<add key="CaseAuthorisedNo" value="N"/>

----

You can now set the case list to have a default order by using the otion

<add key="caselist_defaultorderby" value="order by case_referenceid desc"/>

----

Option to filter the case file lists. There are 2 options in the system to do this

<add key="FileListFilterCases" value=""/>

Default is no extra filter -

Sample to only show files created by the portal user

<add key="FileListFilterCases" value="(libr_createdby is null or libr_createdby <1)"/>

With FileListSQL you can specify a full sql string

<add key="FileListSQLCases" value="select * from library where libr_private is null and libr_caseid=#libr_caseid# order by libr_filename asc"/>

* If FileListSQLCases is set then the FileListFilterCases setting is ignored

----

Option to allow (company non-primary person) be case manager and view all company cases

To implement this you need to create a checkbox field on person (EG pers_ct_casemanager) and add this to the personboxlong screen.
Once done update (or add) the web.config key as follows:

<add key="PersonCaseManagerField" value="pers_ct_casemanager"/>

Once you set a person to be a case manager they will see ALL company cases

----
Error..

failed in getThumnailImage=.....\Customer365\images\thumb\3-16-2015- 44122- PM.png ex:A generic error occurred in GDI+.failed in getThumnailImage=C:\Program Files (x86)\Sage\CRM\Customer365\images\thumb\3-30-2015- 35627- PM.png ex:A generic error occurred in GDI+.

To resolve this permissions on the "images\thumb\" folder need to be set for the IUSR (or whatever user IIS is using)

----

You can now search on your cases.

[[File:case1_search.png]]

This option can be turned on/off

To turn off case search drop-down list set "HideCasesListFilter" to "Y" in web.config file.

<add key="HideCasesListFilter" value="Y"/>

To turn off case search box set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description .

<add key="CaseFilterSearchActive" value="Y"/>

To configure how the search works edit the setting

<add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>

Press "Clear" to clear search filters.
----
Large screen shots not saving

Issue is down to the size of the image and a limit in IIS

To adjust the limit do the following:

IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.

Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.

Max value is 2147483647

Cases1

2016-08-12T09:41:42Z

Igors:

This lists the cases/RMA's in the system

[[File:case1_list.png]]

Click on a case field to open

[[File:case1_click.png]]

View the case details

[[File:case1_detail.png]]

----

Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box.

[[File:casedetail1_buttons.png]]

----

Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.

<add key="DisableCaseNotes" value="N"/>

Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.

<add key="HideTrackingNotes" value="N"/>

[[File:case1_trackingnotes.png]]

(Notes stored in case progress and as communications - the list below is from the caseprogress table)
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.
<add key="ProgressFilter" value="and case_progressnote is not null"/>

----

Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.

<add key="ShowRequestClosure" value="Y"/>

----

Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.
<add key="AllowCaseFileUpload" value="Y"/>

By setting this value to "Y" Files upload are also displayed under case details.

[[File:case1_fileuploads.png]]

Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit

<add key="MaxFileSize" value="5242880"/>

Filter for file types (comma seperated values)

<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>

----

Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.

<add key="AllowCaseFileUploadScreenShot" value="Y"/>

----
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.

<add key="AllowDragAndDrop" value="Y"/>

----
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.

<add key="showSolutionsInCaseDetails" value="Y"/>

To change how many solutions are displayed change value in "smallGridLenght" in web.config file.

<add key="smallGridLength" value="5"/>

To see solution press on solution field you want to see.

[[File:case1_suggestedsolutions.png]]

----

To see most recent communication list set "DisableCommunicationList" to "N"

<add key="DisableCommunicationList" value="N"/>

----

Case Authorisation

In some instances you may want to allow customers to log issues from multiple people but you may want to then authorise the fixing of issues or tasks.
Within CRM the customer company's primary person is only allowed authorise a case.

web.config options are

Name of the field to be used for the authorisation
case_authorised should ve a selection Y/N codes

<add key="CaseAuthorisedFieldName" value="case_authorised"/>
<add key="CaseAuthorisedYes" value="Y"/>
<add key="CaseAuthorisedNo" value="N"/>

----

You can now set the case list to have a default order by using the otion

<add key="caselist_defaultorderby" value="order by case_referenceid desc"/>

----

Option to filter the case file lists. There are 2 options in the system to do this

<add key="FileListFilterCases" value=""/>

Default is no extra filter -

Sample to only show files created by the portal user

<add key="FileListFilterCases" value="(libr_createdby is null or libr_createdby <1)"/>

With FileListSQL you can specify a full sql string

<add key="FileListSQLCases" value="select * from library where libr_private is null and libr_caseid=#libr_caseid# order by libr_filename asc"/>

* If FileListSQLCases is set then the FileListFilterCases setting is ignored

----

Option to allow (company non-primary person) be case manager and view all company cases

To implement this you need to create a checkbox field on person (EG pers_ct_casemanager) and add this to the personboxlong screen.
Once done update (or add) the web.config key as follows:

<add key="PersonCaseManagerField" value="pers_ct_casemanager"/>

Once you set a person to be a case manager they will see ALL company cases

----
Error..

failed in getThumnailImage=.....\Customer365\images\thumb\3-16-2015- 44122- PM.png ex:A generic error occurred in GDI+.failed in getThumnailImage=C:\Program Files (x86)\Sage\CRM\Customer365\images\thumb\3-30-2015- 35627- PM.png ex:A generic error occurred in GDI+.

To resolve this permissions on the "images\thumb\" folder need to be set for the IUSR (or whatever user IIS is using)

----

You can now search on your cases.

[[File:case1_search.png]]

This option can be turned on/off

To turn off case search drop-down list set "HideCasesListFilter" to "Y" in web.config file.

<add key="HideCasesListFilter" value="Y"/>

To turn off case search box set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description .

<add key="CaseFilterSearchActive" value="Y"/>

To configure how the search works edit the setting

<add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>

Press "Clear" to clear search filters.
----
Large screen shots not saving

Issue is down to the size of the image and a limit in IIS

To adjust the limit do the following:

IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.

Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.

Max value is 2147483647

Dashboard

2016-08-11T14:07:28Z

Igors:

This setting allows you to set what is displayed in Dashboard Page:

Case Count and Date last case logged:

<add key="ShowCaseCount" value="Y"/>

----
From 08/08/2016

Client count, next maintenance due and client name for maintenance:

<add key="ShowClientCount" value="Y"/>

For this option new fields need to be added in CRM to Company Table:
[[Field Caption Field Name Field Type]]
Business Partner comp_buspartnercompid Adv Search Select

[[File:Company_field.png|700px]]

----
From 08/08/2016

Download count, last downloaded file and date:

<add key="ShowDownloadCount" value="Y"/>

For this option new fields need to be added in CRM to Person Table:
[[Field Caption Field Name Field Type Size]]
Number of Downloads pers_downcount Integer
Last Downloaded Document pers_lastdowndoc Text 100*
Last Download Date pers_lastdowndate Date & Time

*Size of the field should accommodate document file name length.
Maximum file name length can also be reconfigured in web.config. This value should be less or equal to field size in CRM

<add key="MaxDocNameLenght" value="100"/>

[[File:Dashboard_Pers.png|700px]]

----

Maintenance count, next maintenance due and client name for maintenance:

<add key="ShowMaintenanceCount" value="Y"/>

Next maintenance script

<add key="NextMaintenanceSQL" value="select * from ctProductSupport where prsu_expiry > GETDATE() and #searchvalue# and prsu_status <> 'notrenewing' order by prsu_expiry asc" />

----

Email count and proportion for Emails out and Emails in:

<add key="ShowEmailCount" value="Y"/>

----

[[File:dashboard.png|700px]]

File:Dashboard Pers.png

2016-08-11T12:54:51Z

Igors: Dashboard_Pers.png

Dashboard_Pers.png