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Case Forms are defective - I can only use Preferred case

edited Nov 22, 2019 10:27AM in CRM 4 comments

Dear NS'ers,

My external (customer) --> internal communications has taken a hit and we need to setup CASES asap as a means of tracking customer issues.

I'm looking to make 3 forms: HW, Software, Billing.

I created the 'Entry Forms'. It make you pick one of them to be 'Preferred'. I picked Hardware.

When I go to create a "Software Case Form"...fill in the information, SAVE = BAAAAM it switches to Hardware, the Preferred case form.  WHY???????

Now as you can image, we have about 100's of cases and its hard to distribute them by type since departments and support are demanding certain fields to be mandatory for certain types of cases instead of one HUGE case form with 50 fields.

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