Create Solutions

Create Solutions

In CRM, you can create solutions by:

  • Entering data in the solution details form: You can manually fill in the Solution details gathered from various external sources.
  • Importing solutions from external source: You can gather data through various sources and import the CSV and XLS format files into CRM.

Note

  • Some of the standard fields may not be visible or editable depending on your organization's business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Solutions Individually

You can create solutions individually by using the following:

  • Filling in the details in the solution creation form.
  • Cloning the solution with few changes in the existing record.

Note

  • By default, the person who creates the solution owns it.
  • To change owner, click the Change link in the Solution Owner field from the Solution Details page and select another user.

To create solutions individually

  1. In the Solutions module, click New Solution.
  2. In the Solutions Home page, enter the solution details. (Refer to the table below)
  3. Click Save.

To clone solutions

  1. Click the Solutions tab, click a particular solution that you want to be cloned.
  2. In the Solution Details page, click Clone.
  3. In the Clone Solution page, modify the required solution details. (Refer to the table below)
  4. Click Save.

    • Related Articles

    • Standard Fields in Solutions

      Following are the list of defined standard fields available in the Solutions module: Field Name Description Data type Maximum Limit Solution Number Display the case ID after creating a solution Number 16 digit Solution Title* Specify the subject of ...

    • How can I add a new Topic containing solutions?

      You can add multiple Topics to contain solutions. To add a new Topic,  Click Solutions tab in Helpdesk Right click on your parent Topic In the options listed click Create Topic You can also right click on an existing topic, to add a sub-topic to it. 

    • How can I add a new Topic containing solutions?

      You can add multiple Topics to contain solutions. To add a new Topic,  Click Solutions tab in Helpdesk Right click on your parent Topic In the options listed click Create Topic You can also right click on an existing topic, to add a sub-topic to it. 

    • Can I import solutions from an external resource?

      Yes, you can import your solution database from an  external resource. The file you intend to import should either be in .csv or .xls format.

    • Create Records

      You can create records in the Leads, Accounts, Contacts, Potentials, Tasks, Events, Calls, Cases, Products, Vendors, Quotes modules. To create records Go to the module. Tap Add icon. Specify the details and tap Save. Delete Records Occasionally, you ...