Adding a New Solution

To add a new solution:

1. Right-click on or hover over the New menu button, and select Solution from the pop out list. The New Solution page is displayed.

2. Enter the details.
3. Select the Save button. The Summary page for the new solution is displayed.

From within the context of a Solution:

• You can use the New E-mail button to send an e-mail relating to the contents of the Solution.
• You can use the workflow buttons to change the state of the Solution.
• You can link Communications and Documents (via the Documents tab) to a Solution. You can also use the Cases tab within the context of a Solution to link to existing Cases. Alternatively, you can create a Case, then link one or more solutions to it.

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See Also:

Solution Fields

Adding a New Solution from a Case

E-mailing a Solution

Linking a Solution to a Case

Adding a New Solution from a Case