Log New Case1 - Revision history

CrmtogetherPortal at 12:48, 9 February 2022

2022-02-09T12:48:49Z

← Older revision		Revision as of 13:48, 9 February 2022
Line 139:		Line 139:
	To send an email to the client you would do the following:		To send an email to the client you would do the following:

	1. Create a new field EG "case_newcaseesc" (make this a selection-values Y/N)		1. Create a new field EG "case_newcaseesc" (make this a selection-values Y/N / Lookup Family=YesNo)
	2. Create a new table script and updatet the "updaterecord" as follows		2. Create a new table script and updatet the "updaterecord" as follows

CrmtogetherPortal at 12:47, 9 February 2022

2022-02-09T12:47:39Z

← Older revision		Revision as of 13:47, 9 February 2022
Line 150:		Line 150:
	}		}
	}		}

			Note that the SQL only sets the flag for portal created cases

	3. Create an escalation that fires the email etc		3. Create an escalation that fires the email etc

CrmtogetherPortal at 10:32, 27 April 2018

2018-04-27T10:32:36Z

← Older revision		Revision as of 11:32, 27 April 2018
Line 184:		Line 184:
	<add key="Company_Lookup_ListName" value="CompanyPortalLookup"/>		<add key="Company_Lookup_ListName" value="CompanyPortalLookup"/>
	*this list needs to be created in CRM. The first column needs to have the hyperlink set to custom jump and there needs to be some text "link" in the "custom file" text box		*this list needs to be created in CRM. The first column needs to have the hyperlink set to custom jump and there needs to be some text "link" in the "custom file" text box

			[[File:lookuplistdefinition.png]]

	[[File:lookuplistsetup.png]]		[[File:lookuplistsetup.png]]

CrmtogetherPortal at 10:30, 27 April 2018

2018-04-27T10:30:24Z

← Older revision		Revision as of 11:30, 27 April 2018
Line 183:		Line 183:
	4. List in CRM to use to control what columns are displayed		4. List in CRM to use to control what columns are displayed
	<add key="Company_Lookup_ListName" value="CompanyPortalLookup"/>		<add key="Company_Lookup_ListName" value="CompanyPortalLookup"/>
			*this list needs to be created in CRM. The first column needs to have the hyperlink set to custom jump and there needs to be some text "link" in the "custom file" text box

			[[File:lookuplistsetup.png]]

	5. Custom Lookup translations		5. Custom Lookup translations

CrmtogetherPortal at 09:40, 27 April 2018

2018-04-27T09:40:44Z

← Older revision		Revision as of 10:40, 27 April 2018
Line 199:		Line 199:
	<add key="datepickerformat" value="dd/mm/yy"/>		<add key="datepickerformat" value="dd/mm/yy"/>
	<add key="timepickerformat" value="h:i A"/>		<add key="timepickerformat" value="h:i A"/>

			User Lookup fields supported

			Default settings

			<add key="Users_Lookup_Enabled" value="N"/>
			<add key="Users_Lookup_lblLookupSelect" value="Select User"/>
			<add key="Users_Lookup_SearchSQL" value="select * from vUsers where (user_logon like '%#searchvalue#%') or (user_fullname like '%#searchvalue#%')"/>
			<add key="Users_Lookup_GridLength" value="5"/>
			<add key="Users_Lookup_ListName" value="UsersPortalLookup"/>
			<add key="Users_LookupTran_btnSearch" value="Search"/>
			<add key="Users_LookupTran_headerText" value="Search for the Users and click to select"/>

CrmtogetherPortal at 09:35, 27 April 2018

2018-04-27T09:35:52Z

← Older revision		Revision as of 10:35, 27 April 2018
Line 155:		Line 155:

	[[File:portalescalation.png]]		[[File:portalescalation.png]]


			----

			May 2018 Update

			Advanced Search Select Fields

			We alter the HTML rendered to make SSA field work. There is also some configuration on the server side to control access.

			This is an example of the settings for a company lookup

			1. Lookup fields for entity
			EntityName_Lookup_Enabled is required to be set to Y for the lookup to work. This is a security setting to prevent unauthorized access.

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

			2. Text to appear on the lookup

			<add key="Company_Lookup_lblLookupSelect" value="Select Company"/>

			3. SQL to be user - Values replaced are #companyid#, #pers_personid# and #searchvalue#

			<add key="Company_Lookup_SearchSQL" value="select * from vCompany where comp_businesspartnerid=#companyid# and comp_Name like '%#searchvalue#%'"/>
			<add key="Company_Lookup_GridLength" value="5"/>

			4. List in CRM to use to control what columns are displayed
			<add key="Company_Lookup_ListName" value="CompanyPortalLookup"/>

			5. Custom Lookup translations
			Structure is
			EntityName_LookupTran_code

			<add key="Company_LookupTran_btnSearch" value="Search"/>
			<add key="Company_LookupTran_headerText" value="Search for the Company and click to select"/>

			* In testing it seems Sage CRM will not render some SSA fields (opportunity,cases and campaigns). Company, Person and Custom entities are available.

			Date Only and DateTime fields

			We alter the HTML rendered to make these fields work. There are settings in the system. The "timepickerformat" should not be changed.

			<add key="datepickerformat" value="dd/mm/yy"/>
			<add key="timepickerformat" value="h:i A"/>

CrmtogetherPortal at 09:55, 19 February 2018

2018-02-19T09:55:30Z

← Older revision		Revision as of 10:55, 19 February 2018
Line 26:		Line 26:

	----		----

			The Screen used is usually called "PortalNewCase" and the setting in the web.config is also called this.
			EG
			<add key="PortalNewCase" value="PortalNewCase"/>

			----


	Round robin assignment (new feature from Oct 14)		Round robin assignment (new feature from Oct 14)

CrmtogetherPortal at 09:35, 7 December 2017

2017-12-07T09:35:44Z

← Older revision		Revision as of 10:35, 7 December 2017
Line 144:		Line 144:
	}		}
	3. Create an escalation that fires the email etc		3. Create an escalation that fires the email etc

	EG		EG

	[[File:portalescalation.png]]		[[File:portalescalation.png]]

CrmtogetherPortal at 09:34, 7 December 2017

2017-12-07T09:34:44Z

← Older revision		Revision as of 10:34, 7 December 2017
Line 127:		Line 127:
	<add key="SendMasterCaseOnCreateEmail" value="Y"/>		<add key="SendMasterCaseOnCreateEmail" value="Y"/>
	<add key="SendMasterCaseOnCreateEmailAddresses" value="someone@server.com"/>		<add key="SendMasterCaseOnCreateEmailAddresses" value="someone@server.com"/>


			----
			To send an email to the client you would do the following:

			1. Create a new field EG "case_newcaseesc" (make this a selection-values Y/N)
			2. Create a new table script and updatet the "updaterecord" as follows

			function UpdateRecord(){
			var CaseRec=CRM.CreateQueryObj("SELECT * FROM Cases WITH (NOLOCK) WHERE case_referenceid like '0-%' and case_newcaseesc is null and " + WhereClause);
			CaseRec.SelectSQL();
			if (!CaseRec.eof)
			{
			Values("case_newcaseesc")="Y";
			}
			}
			3. Create an escalation that fires the email etc
			EG
			[[File:portalescalation.png]]

CrmtogetherPortal at 14:47, 12 June 2017

2017-06-12T14:47:03Z

← Older revision		Revision as of 15:47, 12 June 2017
Line 112:		Line 112:


			----

			UseTeamEmail

			This option allows you to have the case assigned users team emailed.
			Set to Y to enable.
	----		----