Cases1: Difference between revisions

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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  
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[[File:case1_click.png]]
[[File:case1_click.png]]


View the case details
[[File:case1_detail.png]]
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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.
[[File:casedetail1_buttons.png]]
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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"/>
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Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.
<add key="ShowRequestClosure" value="Y"/>
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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"/>
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Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.
<add key="AllowCaseFileUploadScreenShot" value="Y"/>
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Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.
<add key="AllowDragAndDrop" value="Y"/>
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Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions based on solution details field.
To open solution, press on solution field.
<add key="showSolutionsInCaseDetails" value="Y"/>
[[File:case1_suggestedsolutions.png]]
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Case Authorisation
Case Authorisation


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


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


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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
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You can now search on your cases.  
You can now search on your cases.  


[[File:case1_search]]
[[File:case1_search.png]]


This option can be turned on/off
This option can be turned on/off
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     <add key="HideCasesListFilter" value="Y"/>
     <add key="HideCasesListFilter" value="Y"/>
    
    
To turn off case search drop-down list set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description .
To turn off case search box set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description .
      
      
     <add key="CaseFilterSearchActive" value="Y"/>
     <add key="CaseFilterSearchActive" value="Y"/>
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   <add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>
   <add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>


Press "Clear" to clear search filters.


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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
Note that for the status colour to appear in the grid the case_status field must be in the list

Latest revision as of 13:28, 3 May 2018

This lists the cases/RMA's in the system

The default list name is "ssCaseList1"

Click on a case field to open


Case Authorisation

In some instances you may want to allow customers to log issues from multiple people but you may want to then authorise the fixing of issues or tasks. Within CRM the customer company's primary person is only allowed authorise a case.

web.config options are 

   Name of the field to be used for the authorisation
   case_authorised should ve a selection Y/N codes

   <add key="CaseAuthorisedFieldName" value="case_authorised"/>
   <add key="CaseAuthorisedYes" value="Y"/>
   <add key="CaseAuthorisedNo" value="N"/>

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

You can now set the case list to have a default order by using the otion 

   <add key="caselist_defaultorderby" value="order by case_referenceid desc"/>

Option to filter the case file lists. There are 2 options in the system to do this 

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

Default has no extra filter -

Sample to only show files created by the portal user 

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

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

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


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)


You can now search on your cases.

This option can be turned on/off

To turn off case search drop-down list set "HideCasesListFilter" to "Y" in web.config file. 

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

To turn off case search box set "CaseFilterSearchActive" to "Y" in web.config file. Case is being searched by case_referenceid and case_description . 

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

To configure how the search works edit the setting 

  <add key="CaseFilterSearch" value="and (case_referenceid like '%25#searchvalue#%25' or case_description like '%25#searchvalue#%25')"/>

Press "Clear" to clear search filters.

Note that for the status colour to appear in the grid the case_status field must be in the list

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