Cases: Difference between revisions

From Customer365 for SageCRM
No edit summary
No edit summary
Line 8: Line 8:


Portal users can create notes on the case (these are stored in case progress and as communications-the list below the case is from the caseprogress table)
Portal users can create notes on the case (these are stored in case progress and as communications-the list below the case is from the caseprogress table)
  *the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.


[[File:casenotes.png]]
[[File:casenotes.png]]

Revision as of 18:39, 20 August 2013

This lists the cases/RMA's in the system

Click on a case to view it

Portal users can create notes on the case (these are stored in case progress and as communications-the list below the case is from the caseprogress table)

 *the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.

Optionally you can allow users to upload files also

This is controlled by the "AllowCaseFileUpload" option in the web.config file

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