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How do you create a create new case form that can be published on the web? I need to enable any person to submit a case to the system using our website. Also, do you have an email to case capture feature (i.e. when an email is sent to a particular email address, it creates a case using the information)?
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I am looking to import old cases and cannot find a way to modify the case number. I checked the import table and there doesn't appear to be anything that matches the number field and I suspect it is an internal ID I cannot overwrite and is automatically created. Is there a way around this, or do I have to create my own custom field ...
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Hi Navitha, this should be fixed. Can you please confirm?
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Is updating to the new CRM 2.0 required? I have a client that only uses Field Service and we have customized it.
If so, this is a requirement can you tell me the deadline the upgrade needs to be completed by?
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Greetings,
When printing from crome, like invoices, it does not fill the whole page. Crome seems to make things smaller and center it. I have tried to look at the features but there is not much to change or look at. Any one else have this issue?
Thanks! John M
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James-
One thing that you could do is instead of selecting a contact from the drop down click on the ... next to the contact drop down, it will bring up a search window which will give you better search/filter option so you can select the correct Customer:Job.
-Michael
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Hi SuzanneB,
Are you using the standard screen or a modified version? What device were you viewing it on?
-Michael
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When I am in the Mobile Screen set up for Work Orders, I am getting the following message when I try and sort by Customer:
A potentially dangerous Request.Form value was detected from the client (hdnFilterView1952951168=",select runat="serve...").
Description: Request Validation has detected a potentially dangerous client input ...
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debwiddi,
For field services this would be a 2 step process. First you would need to add the customer phone number into the activity table as a linked field and then edit the Work Order template and drag the linked field onto the template.
-Michael
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debwiddi-
Based on what you described it sounds like Matt's suggestion may be the answer. Let me know if that is not the case.
-Michael
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