Adding a new solution

  1. Click New | New Solution.
  2. Enter details in the solutions fields. For more information, see Solution fields
  3. Click Save. The Summary page for the new solution is displayed.

From within the context of a Solution, you can do the following:

  • Click New Email to send an email relating to the contents of the Solution.
  • Click 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.