Customization issues

[raziyabhayani]

Hello,

I am using Version 6.0.0 (Build 3905) community edition of CRM. I am in process of customizing the CRM to suit my needs.

I see as an Administrator, I can add modules and modify existing modules to suit my needs.

Now, my need is to create two types of roles a. Customer and b. employee.

Customer would create cases and attach log files for it. Admin should be able to see incoming cases and allocate the same to employees. Then Employee would be responsible to solve the issue and provide a fix. This response should be seen by Customer who had logged the case, when they come online next time.

I could successfully create these two roles and customize their views. But as far as case logging is concerned I don see an option where in the case logger can upload a log file or any other relevant files. This is a real show stopper for me. Can some one help me sort this out?

Secondly, I see that any one who logs in be in employee or customer all can see the top navigation of "Admin / Employees / Support / About" Is there a way to avoid this?

Hope to hear from you at the earliest.

Thanks and regards,
Raziya

[davidboris]

But as far as case logging is concerned I don see an option where in the case logger can upload a log file or any other relevant files. This is a real show stopper for me.

For this you can use "Notes" module found under detail view of a bug and attach new notes related to the bug. You have to create customer types users as non-admin(normal) users so those will not have admin link in top navigation bar. To remove other links like Support and About, you can extend include/globalControlLinks.php and hide those extra links.

[bryanlee12]

thanks for the post. . .
now i know. . .

[oozypal]

It is possible to have a notification of the note assigned to the user sent to him.