Case Details - Revision history

CrmtogetherPortal at 14:55, 27 March 2024

2024-03-27T14:55:06Z

← Older revision		Revision as of 15:55, 27 March 2024
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	These set the libr_type, libr_category and libr_status fields values.		These set the libr_type, libr_category and libr_status fields values.

			----
			To implement the HTML acceptance in "case_problemnote" you must create a new field and set its name to be the
			"CaseHTMLField" value

			Example config

			<add key="CaseHTMLField" value="case_ct_problemnote_html" />
			<add key="CaseNonHTMLField" value="case_problemnote" />

CrmtogetherPortal at 14:50, 15 June 2022

2022-06-15T14:50:46Z

← Older revision		Revision as of 15:50, 15 June 2022
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	<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/>		<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"/>~~

	----		----

CrmtogetherPortal at 14:50, 15 June 2022

2022-06-15T14:50:08Z

← Older revision		Revision as of 15:50, 15 June 2022
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	----		----

	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~~.		Portal users can add Messages and Recordings and add files.

	[[File:casedetail1_buttons.png]]		[[File:casedetail1_buttons.png]]

CrmtogetherPortal at 12:33, 30 May 2019

2019-05-30T12:33:44Z

← Older revision		Revision as of 13:33, 30 May 2019
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	<add key="FileListFilterCases" value="libr_filesize>80"/>		<add key="FileListFilterCases" value="libr_filesize>80"/>


			----
			Default settings for files uploaded to CRM

			<add key="case_libr_type" value="EmailAttachment"/>
			<add key="case_libr_category" value="Support"/>
			<add key="case_libr_status" value="Final"/>

			These set the libr_type, libr_category and libr_status fields values.

CrmtogetherPortal at 09:39, 28 June 2017

2017-06-28T09:39:20Z

← Older revision		Revision as of 10:39, 28 June 2017
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	[[File:casedetail1_buttons.png]]		[[File:casedetail1_buttons.png]]


			----

			The tracking notes list screen is called "PortalTracking". Create this as a SCREEN against the caseprogress entity.


			----

			The communications list screen is called "PortalCommunicationList". Create this as a SCREEN against the communication entity.

	----		----

CrmtogetherPortal at 17:21, 1 February 2017

2017-02-01T17:21:23Z

← Older revision		Revision as of 18:21, 1 February 2017
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	----		----

			When displaying a list of files related to the case the following SQL can be added to a setting to filter

			EG

			<add key="FileListFilterCases" value="libr_filesize>80"/>

CrmtogetherPortal at 09:47, 26 January 2017

2017-01-26T09:47:00Z

← Older revision		Revision as of 10:47, 26 January 2017
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	[[File:Cases_Comm.png\|700px]]		[[File:Cases_Comm.png\|700px]]

			To filter communications for your preferences update

			<add key="commQueryCase" value="select top 5 * from vcommunication where comm_caseid=#case_caseid# and comm_action in ('EmailIn','EmailOut') order by comm_datetime desc"/>

	----		----

Igors at 13:47, 17 August 2016

2016-08-17T13:47:49Z

← Older revision		Revision as of 14:47, 17 August 2016
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	<add key="AllowCaseFileUploadScreenShot" value="Y"/>		<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


	----		----

Igors at 13:43, 17 August 2016

2016-08-17T13:43:10Z

← Older revision		Revision as of 14:43, 17 August 2016
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			Open cases

	[[File:case1_list.png]]		[[File:case1_list.png]]

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..."

2016-08-17T13:42:45Z

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..."

New page

[[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]]

----