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Best way for multiple cases RRS feed

  • Question

  • Hi all!

    Fairly new to the CRM world. Would be grateful for some advise. I work in the administration area and, besides being interested in the selling part of the CRM, I'm also interested in a way to keep track of the work (services) that my clients asks me for.

    If I have a fair amount of different cases in the business. 

    I.e.

    In case 1 I have one type of work, where information would be recieved from the customer regarding that specific case. But after the cases is finished I would never ever have to use that information again. Let's say I create three custom fields for this kind of case.

    In case 2 I have another type of work. Also here I create another three custom fields.

    What would be a good solution to look for?

    Do I need to add all the six fields to the same form and have them show? Cause then it would be very many fields...

    Should I create different forms for different types of cases? How would it then be a good way to automatically change the form (if that is even possible?!)

    Thursday, January 5, 2017 7:01 PM

Answers

  • Okay,

    found an obvious <g class="gr_ gr_9 gr-alert gr_gramm gr_run_anim Punctuation multiReplace" data-gr-id="9" id="9">solution..</g> The solution is to make specific case forms and then manually choose the form you want for the specific case in the scroll down <g class="gr_ gr_11 gr-alert gr_gramm gr_run_anim Grammar only-ins doubleReplace replaceWithoutSep" data-gr-id="11" id="11">list</g>.

    • Marked as answer by Calleman87 Friday, January 6, 2017 8:11 AM
    Friday, January 6, 2017 8:10 AM