{"id":23292,"date":"2019-12-02T11:06:22","date_gmt":"2019-12-02T11:06:22","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=23292"},"modified":"2019-12-03T12:49:54","modified_gmt":"2019-12-03T12:49:54","slug":"incorporate-case-filter-screen-in-self-service-portal","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/02\/incorporate-case-filter-screen-in-self-service-portal\/","title":{"rendered":"Incorporate Case filter screen in Self Service portal"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Sage CRM (opens in a new tab)\">Sage CRM<\/a> Portal has improved User experience by extending Customer\u2019s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the search operations through these Menu?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>New Stuff:  <\/em><\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/02\/changing-the-default-status-of-communication-while-filing-inbound-emails-in-sage-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Changing the Default Status of Communication while filing inbound Emails in SAGE CRM (opens in a new tab)\">Changing the Default Status of Communication while filing inbound Emails in SAGE CRM<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After logging into Self Service portal, you could find that under \u2018<strong>Support<\/strong>\u2019 menu various options are available. This panel allow users to view\/filter Cases based on Status such as All, Open\/In Progress and Closed cases.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Default screen available in <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Sage CRM (opens in a new tab)\">Sage CRM<\/a> Self Service portal is as shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/2-1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/2-1.jpg\" alt=\"Support Tab of Self Service Portal\"><\/a>\n\n<font size=\"2\"><center><i>Support Tab of Self Service Portal<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">But there is no such provision to filter out specific records based on the <strong>Stage <\/strong>or <strong>Ref Id<\/strong> of the Ticket. In this blog, we will explain how to incorporate filter screen in All Cases panel of Support Menu? <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Below are the steps that you need to follow: <\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Create \u201c<strong>ssCaseSearch<\/strong>\u201d search screen in CRM and add the relevant fields.  <\/li><li>Navigate to \u201c<strong>&lt;CRM Install Directory&gt;\\Program Files (x86)\\Sage\\CRM\\CRMSelfServiceDemo\\<\/strong> <strong>script\\srv<\/strong>\u201d and open \u201c<strong>mc_getcontent.js\u201d <\/strong>file.<\/li><li>Search for \u201c<strong>case &#8220;support&#8221;:\u201d<\/strong> and go to line number 199. Add the below code to display search screen as shown in below image. Once done, save the changes.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/1.jpg\" alt=\"Self Service Portal's Script\"><\/a>\n\n<font size=\"2\"><center><i>Self Service Portal&#8217;s Script<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After making above changes, search screen will be updated in <a href=\"http:\/\/www.sagesoftware.co.in\/product-sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Sage CRM\u2019s  (opens in a new tab)\">Sage CRM\u2019s <\/a>Self Service portal as shown below.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/3.jpg\" target=\"_blank\" rel=\"noopener noreferrer\">\n<img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/12\/3.jpg\" alt=\"Modified Self Service's Support Tab\"><\/a>\n\n<font size=\"2\"><center><i>Modified Self Service&#8217;s Support Tab<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span>\n<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a> &#8211; a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> helps in upgrading Sage ERP and CRM to the latest version and provides migration for <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/migrate-qb-sage-erp-to-sage-intacct\">Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks<\/a>; for Sage 100, Sage 300 (Sage Accpac), Sage X3 from <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/sage-pro-sage-300-migration\">Sage Pro<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/sage-50-us-sage-300-migration\">Sage 50 US<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/sage-50-ca-sage-300-migration\">Sage 50 CA<\/a>, <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Sage 50 US, Sage Business Works, Sage Business Vision<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/quickbooks-sage-100-migration\">QuickBooks<\/a>; for Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For more information on Sage ERP \u2013 CRM migration solutions, please contact us at&nbsp;<a href=\"mailto:erpmig@greytrix.com\">erpmig@greytrix.com<\/a>.&nbsp;We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM Portal has improved User experience by extending Customer\u2019s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/02\/incorporate-case-filter-screen-in-self-service-portal\/\">Read More: Incorporate Case filter screen in Self Service portal &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53,157,200,204,219,277,332,352,353,358,435],"tags":[649,3995,3993,3992,3994,3998,2262,3997,3996],"class_list":["post-23292","post","type-post","status-publish","format-standard","hentry","category-cases","category-find-sage-crm","category-javascript-sage-crm","category-js-file","category-list","category-panel","category-sage-crm","category-script","category-search-screen","category-self-service-sage-crm","category-webservice","tag-case","tag-case-filter","tag-case-filter-screen","tag-case-filter-screen-in-self-service-portal","tag-case-search-screen","tag-crmselfservicedemo","tag-self-service-portal","tag-sscasesearch","tag-support-panel"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Incorporate Case filter screen in Self Service portal - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/12\/02\/incorporate-case-filter-screen-in-self-service-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Incorporate Case filter screen in Self Service portal - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Portal has improved User experience by extending Customer\u2019s access to the data inputted by them as well as updated by the vendor. 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