Viewing solutions

The account you use must have rights to access solutions.

There are several ways to view solutions.

  • Open a Case record and click the Solutions tab.
  • On the top bar, click the Search arrow and click Solution.
  • If you're a frequent user of solutions, you may find it convenient to view the list of all solutions currently assigned to you from the My CRM area:
    1. Click <My Profile> | Preferences.
    2. Click Change.
    3. Set Show Solutions In My CRM to Yes.
    4. Click Save.