Log New Case - Revision history

CrmtogetherPortal at 10:25, 6 August 2015

2015-08-06T10:25:11Z

← Older revision		Revision as of 11:25, 6 August 2015
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	Default user id to use (if no active users		Default user id to use (if no active users)

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

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

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


	----		----

2015-04-09T15:36:47Z

← Older revision		Revision as of 16:36, 9 April 2015
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	<add key="setAssignerUserDefault" value="1" />		<add key="setAssignerUserDefault" value="1" />


			----

			The create/save button position can be controlled via the setting "logcase_btnposition"

			options are
			*bottom
			*right -default

			<add key="logcase_btnposition" value="bottom"/>

2014-09-11T11:58:13Z

← Older revision		Revision as of 12:58, 11 September 2014
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	<add key="CaseAssignedUserField" value="pers_primaryuserid"/>		<add key="CaseAssignedUserField" value="pers_primaryuserid"/>
	<add key="UseCaseAssignedUserField" value="Y"/>		<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" />

2014-05-16T08:37:57Z

← Older revision		Revision as of 09:37, 16 May 2014
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	[[File:log_case.png]]		[[File:log_case.png]]


			----

			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"/>

2014-04-15T14:48:56Z

← Older revision		Revision as of 15:48, 15 April 2014
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	Click on the menu option Log New Case		Click on the menu option Log New Case and complete the fields as appropriate

	[[File:log_case.png]]		[[File:log_case.png]]

2014-04-15T13:55:03Z

← Older revision		Revision as of 14:55, 15 April 2014
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	Click on the menu option Log New Case		Click on the menu option Log New Case

	[[File:~~createcase~~.png]]		[[File:log_case.png]]

2012-11-26T17:02:03Z

Created page with "Click on the menu option Log New Case File:createcase.png"

New page

Click on the menu option Log New Case

[[File:createcase.png]]