I’m wanting to create a cross company dashboard of cases, and allow users with access tro both companies to click on a case hyperlink which will open that case up in the company the case belongs to, so they can update detail etc.
Is this possible? It seems it should be, so long as I populate the url appropriately, eg:
https://MYSERVER/erp11test/apps/erp/home/#/view/CRGO6200/Erp.UI.HelpDeskEntry?channelid=0&company=COMPANY&site=MfgSys&pageId=Details&pageChanged=true&KeyFields.HDCaseNum=HDCASENUM
ie so long as I populate COMPANY and HDCASENUM in the above, I should be able to view the cases from our New Zealand, and jump into a case in the US company?
Background: I’m new to Epicor and Kinetic, but have some history in software development. We intend to use Epicor for customer service CRM, and many of our support calls and emails are handled in the NZ office, which deals with both our US and NZ customers. But we are structured as separate NZ and US companies within Epicor.