Problem management helper for Creatio

The "Problem management helper" add-on helps you manage problems connected to "Cases" records in Creatio system.

Use cases:

In service business, for example, IT-service companies, simplifying cases and problem management processes will provide good customer service.

Key features:

• Replace usual contents of the "Problem" column with a list of all problems connected to this case, in both tile and list view.
• Add connected problems without opening "Case" record page using "Add problem" button.
• Highlight "Status" field with different colors depending on its status (only for out-of-the-box statuses).
• Delete any of the connected problems with a single click. It deletes only connection to the selected case, not the entire "Problem" record.
• Display "Subject", "Owner" and "Status" fields for each connected problem.
• Search for the connected problems by "Module", "Subject", "Owner" and "Status" with ease. For example, if your query is "performance%indicator%calc", extension will run queries for all order combinations of search terms "performance", "indicator" and "calc" automatically.

Notes:

• The search window does not show canceled issues
• In the search results, parts of the query are highlighted in bold
• "Add problem" button only adds existing problems to the case. If you need to create a new problem, please use built-in Creatio functions.
• Columns setup in problem search window is fixed.
• In case when: 1. You use tiled view. 2. There is no connected problems when selecting the case for the first time. 3. You connect it to the problem. Connections to the problems will be successfully saved in database but will not show up in the "Problem" column. Refresh cases list if you want to see it.