Cases1 - Revision history

CrmtogetherPortal at 13:28, 3 May 2018

2018-05-03T13:28:14Z

← Older revision		Revision as of 14:28, 3 May 2018
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	see also		see also
	[http://customer365.crmtogether.com/index.php?title=Fields]		[http://customer365.crmtogether.com/index.php?title=Fields http://customer365.crmtogether.com/index.php?title=Fields]

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CrmtogetherPortal at 13:27, 3 May 2018

2018-05-03T13:27:58Z

← Older revision		Revision as of 14:27, 3 May 2018
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	<add key="CaseAuthorisedNo" value="N"/>		<add key="CaseAuthorisedNo" value="N"/>

			see also
			[http://customer365.crmtogether.com/index.php?title=Fields]

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CrmtogetherPortal at 09:37, 28 June 2017

2017-06-28T09:37:01Z

← Older revision		Revision as of 10:37, 28 June 2017
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	[[File:case1_list.png]]		[[File:case1_list.png]]

			The default list name is "ssCaseList1"

	Click on a case field to open		Click on a case field to open

CrmtogetherPortal at 14:23, 26 January 2017

2017-01-26T14:23:03Z

← Older revision		Revision as of 15:23, 26 January 2017
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			Note that for the status colour to appear in the grid the case_status field must be in the list

Igors at 13:46, 17 August 2016

2016-08-17T13:46:52Z

← Older revision		Revision as of 14:46, 17 August 2016
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	Press "Clear" to clear search filters.		Press "Clear" to clear search filters.

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	~~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 13:45, 17 August 2016

2016-08-17T13:45:41Z

← Older revision		Revision as of 14:45, 17 August 2016
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	<add key="FileListFilterCases" value=""/>		<add key="FileListFilterCases" value=""/>

	Default is no extra filter -		Default has no extra filter -

	Sample to only show files created by the portal user		Sample to only show files created by the portal user

Igors at 13:44, 17 August 2016

2016-08-17T13:44:56Z

← Older revision		Revision as of 14:44, 17 August 2016
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	[[File:case1_click.png]]		[[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		Case Authorisation

Igors at 09:48, 12 August 2016

2016-08-12T09:48:05Z

← Older revision		Revision as of 10:48, 12 August 2016
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	<add key="DisableCommunicationList" value="N"/>		<add key="DisableCommunicationList" value="N"/>

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

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Igors at 09:47, 12 August 2016

2016-08-12T09:47:22Z

← Older revision		Revision as of 10:47, 12 August 2016
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	<add key="DisableCommunicationList" value="N"/>		<add key="DisableCommunicationList" value="N"/>

			[[File:Cases_Comm.png]]

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Igors at 09:41, 12 August 2016

2016-08-12T09:41:42Z

← Older revision		Revision as of 10:41, 12 August 2016
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			To see most recent communication list set "DisableCommunicationList" to "N"

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



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	Case Authorisation		Case Authorisation