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Finding Solutions

To search for existing solutions:

  1. Right-click on or hover over the Find menu button, and select Solution from the pop out list.
  1. Type a keyword in the Description or Details field (for example, Excel), and select the Contains radio button. This will search for all solutions containing the keyword you have typed in. Add more search criteria if you need to narrow the results of the search even further. Note: You can also use the % wildcard to turn the search into a "contains" search.
  2. Select the Find action button. A list of all Solutions meeting your search criteria is displayed.
  3. Click on the hyperlink of the Solution you want to review. The Solution Summary page is displayed. This should give you enough detail to respond to the initial query.

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See Also:

Viewing Solutions from My CRM

Adding a New Solution