View, edit, delete, and other solution-related actions
You can perform various solution-related actions from the solution list view. To access it, click the Solutions tab.
The solution list view lists all solutions. To view the details of a particular solution, go to the solution details page by clicking the respective solution title.
To edit a solution, click the title of the desired solution and then click the edit icon. Make necessary changes and click Save or click Save and Approve to approve changes immediately.
To delete solutions, select the solutions(s) you want to delete and then select Delete from the Actions drop-down menu. You can also choose Delete from the Actions drop-down menu in the solutions details page.
To forward a solution via email, click the title of the desired solution and then click Forward. Select email ids and customize subject and message as required and then click Send.
To mark a solution as expired, select Mark as Expired from the Actions drop-down menu from the respective solution details page.
View, edit, or delete products
You can perform various product-related actions from the product list view. To access it, click the Products tab on the header pane. The product list view displays all products. To view the details of a particular product, click the desired ...
View, edit, or delete sales
You can perform various sales-related actions from the sale list view. To access it, go to the Accounts tab, click the desired account name and then click Sales tab. The sale list view displays all sales associated with the customer's account. To ...
View, edit, or delete accounts
You can perform various account-related actions from the account list view. To access it, click the Accounts tab. The account list view lists all accounts maintained in the portal. To view the details of a particular account, click the account name ...
View, edit, or delete contacts
You can perform various contact-related actions from the contact list view. To access it, click the Contacts tab on the header pane. This lists all contacts across accounts within the portal. Alternatively, you can access contacts specific to an ...
View, Edit, or Delete Requests
View Requests You can view a request by clicking the request title from the request list view page. Click here to learn more about the request list view page and its options. Edit Requests To edit a request, Open the request details page and click ...