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Thread: How to attach solution to a case.

  1. #1
    darmstrong is offline Member
    Join Date
    Dec 2006
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    9

    Default How to attach solution to a case.

    Could someone tell me how to attach a solution to a case? I can create solutions all day but cannot attach them to any cases. There is a place to put a resolution in the case but no place for solution. Thanks.

    Dustin

  2. #2
    Ram Kumar is offline Sugar Community Member
    Join Date
    Nov 2006
    Location
    Bangalore
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    39

    Default Re: How to attach solution to a case.

    Hi Dustin:

    The easiest thing is to add a Custom Field called "Solution" and make it a edit area where users can entered detailed solution.
    Adding Custom Fields - Look at Studio in Admin panel.

    We have successfully added the Item / Machine Name, Serial Number and Solution custom fields for one of our clients.

    With Warm Regards

    Ram Kumar
    www.rheakt.com

  3. #3
    darmstrong is offline Member
    Join Date
    Dec 2006
    Posts
    9

    Default Re: How to attach solution to a case.

    Thanks Ram but isn't this very similar to adding a note and labeling the subject 'Solution'? I used to use Oracles product (used to be called Siebel CRM from IBM) and there was a way to attach a solution to a case. This made it an easier workflow for the support tech. All he had to do is create the case then inside the case, he could press a button that would allow him to search for a solution. ONce he found the solution, he could attach it to the case (instead of cpy and paste into a notes section). Thanks for your help however.

    I am recommending this workflow to be in 5.

    Dustin

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