Adding a New Solution
To add a new solution:
- Right-click on or hover over the New menu button, and select Solution from the pop out list. The New Solution page is displayed.
- Enter the details.
- 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