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Microsoft Dynamics CRM (Archived)

add description for case cancellation

Posted on by 790

dear all

when cancelling the case, the form that pops up allows the user to make the case status either cancelled, merged...etc. it is a fixed list of options.

but this is not enough in my case, i need the user to be able to enter his own description of the cancellation , for example, he needs to write :

out of stock.

or 

missing information

or 

missing supporting documents..

.

.

.

etc...

these reasons are not fixed, and my user wants to add his own briefing of the cancellation.

any idea how to do this?

regards.

*This post is locked for comments

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: add description for case cancellation

    I've updated my post after re read your post.

  • Ahmad Saud Profile Picture
    Ahmad Saud 790 on at
    RE: add description for case cancellation

    Thanks Jie,

    but as i mentioned in my post, i need the end user to add his own free test briefing , i dont want to re-configure the system each time.

    thanks,

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: add description for case cancellation

    Hi,

    No, you cant, because status reason is option set.

    you only can do it by edit the status reason.

    48.png

    Remember save and publish

    48.png

    Except if you want to write your own html and store the extra description into one of the custom field.

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