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Viewing Solutions from My CRM

Once the System Administrator has given you rights, you can access Solutions from the Solutions tab within Cases or by selecting Solution from the Find menu button. If you are a frequent user of Solutions, you may find it convenient to view the list of all Solutions currently assigned to you from the My CRM area. To set this up:

  1. Select the My CRM button.
  2. Click on the Preferences tab, and select the Change button.
  3. Set the Show Solutions In My CRM field to Yes.
  4. Select the Save button. The Solutions tab appears in the My CRM tab group immediately.

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See Also:

Finding Solutions

Adding a New Solution