Epicor 9.05.700C - Case Management - Case Entry

Yahoo Archive
1
My guess is that you do not have CRM licensed?



________________________________
From: "Turgeon, Bill" <bturgeon@...>
To: vantage@yahoogroups.com
Sent: Thursday, April 4, 2013 2:03 PM
Subject: [Vantage] Epicor 9.05.700C - Case Management - Case Entry

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We cannot for the life of us get the Call Log icon on the Case Entry
form to open.

If not, how do we get it to work??? Do we need to be in a specific area
of the case entry?

Is this a known (shock) bug?

Thanks,

Bill Turgeon

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
2
We cannot for the life of us get the Call Log icon on the Case Entry
form to open.

If not, how do we get it to work??? Do we need to be in a specific area
of the case entry?

Is this a known (shock) bug?



Thanks,



Bill Turgeon



[Non-text portions of this message have been removed]
3
The only way to get the call log option to open up at case entry screen is to create a task set with Create Call Record milestone. Once that is active, then the call log button is clickable. This does add a few extra steps to the process of closing a case.

Another thing to note is that if you want to call up reports or BAQ's of specific cases and pull in the call log against that case, it gets a little more complicated.

Jordan



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From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Turgeon, Bill
Sent: Thursday, April 04, 2013 12:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Epicor 9.05.700C - Case Management - Case Entry



We cannot for the life of us get the Call Log icon on the Case Entry
form to open.

If not, how do we get it to work??? Do we need to be in a specific area
of the case entry?

Is this a known (shock) bug?

Thanks,

Bill Turgeon

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]