Cases - Revision history

CrmtogetherPortal at 10:29, 4 November 2015

2015-11-04T10:29:14Z

← Older revision		Revision as of 11:29, 4 November 2015
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	<add key="CaseFilterSearch" value="and case_problemnote like '%#searchvalue#%' or case_referenceid = '#searchvalue#'"/>		<add key="CaseFilterSearch" value="and case_problemnote like '%#searchvalue#%' or case_referenceid = '#searchvalue#'"/>


			----
			Large screen shots not saveing

			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

2015-06-30T09:42:07Z

← Older revision		Revision as of 10:42, 30 June 2015
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	<add key="AllowCaseFileUpload" value="Y"/>		<add key="AllowCaseFileUpload" value="Y"/>
	[[File:casefileupload.png]]		[[File:casefileupload.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"/>

2015-06-30T09:32:57Z

← Older revision		Revision as of 10:32, 30 June 2015
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	To resolve this permissions on the "images\thumb\" folder need to be set for the IUSR (or whatever user IIS is using)		To resolve this permissions on the "images\thumb\" folder need to be set for the IUSR (or whatever user IIS is using)


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			You can now search on your cases.

			This option can be turned off

			Turn on/off case search-needs CaseFilterSearch set Y to turn on

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

			To configure how the search works edit the setting

			<add key="CaseFilterSearch" value="and case_problemnote like '%#searchvalue#%' or case_referenceid = '#searchvalue#'"/>

2015-05-28T11:38:02Z

← Older revision		Revision as of 12:38, 28 May 2015
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	Once you set a person to be a case manager they will see ALL company cases		Once you set a person to be a case manager they will see ALL company cases


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			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)

2015-04-09T15:40:11Z

← Older revision		Revision as of 16:40, 9 April 2015
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	<add key="AllowCaseFileUploadScreenShot" value="Y"/>		<add key="AllowCaseFileUploadScreenShot" value="Y"/>


			----

			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

2015-04-09T14:28:33Z

← Older revision		Revision as of 15:28, 9 April 2015
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	* If FileListSQLCases is set then the FileListFilterCases setting is ignored		* If FileListSQLCases is set then the FileListFilterCases setting is ignored


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			Screen shot capture

			To turn this one set the value to Y

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

2015-03-27T10:43:00Z

← Older revision		Revision as of 11:43, 27 March 2015
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	Sample to only show files created by the portal user		Sample to only show files created by the portal user

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

	With FileListSQL you can specify a full sql string		With FileListSQL you can specify a full sql string

2015-02-10T11:26:33Z

← Older revision		Revision as of 12:26, 10 February 2015
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	<add key="HideTrackingNotes" value="Y"/>		<add key="HideTrackingNotes" value="Y"/>

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			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=""/>

			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

2014-10-02T16:04:42Z

← Older revision		Revision as of 17:04, 2 October 2014
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	----		----

	Option to hide the tracking notes area		Option to hide the tracking notes area set to Y to hide- default is N
	~~Set~~ to Y to hide- default is N

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

2014-10-02T16:04:13Z

← Older revision		Revision as of 17:04, 2 October 2014
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	<add key="caselist_defaultorderby" value="order by case_referenceid desc"/>		<add key="caselist_defaultorderby" value="order by case_referenceid desc"/>


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			Option to hide the tracking notes area
			Set to Y to hide- default is N

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