Cases: Difference between revisions

From Customer365 for SageCRM
No edit summary
No edit summary
Line 11: Line 11:
[[File:case_detail.png]]
[[File:case_detail.png]]


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



Revision as of 16:47, 15 April 2014

This lists the cases/RMA's in the system

Click on a case link to open

View the case details

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"/>