FAQs in this section
What is a case?
How do I create a case?
Can I link a customer record to their case record?
What is the Is Billable field in Cases?
Can I link a service to a case?
Can I create a case using Quick Create?
What are the different statuses of a case?
How do I assign a case to a team in my company?
Where can I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
What is the difference between cases and internal tickets?
Can I mass edit case details at once?
Can I filter cases depending on the Customer Satisfaction Survey feedback?
How do I set up a mailroom rule to create cases?
How do I reply to a case?
Why are there no closed states in Cases?

How can I find the Customer Satisfaction Survey workflow?

You can find the Customer Satisfaction Survey workflow under Settings.

Follow these steps to access the workflow:
  1. Click your display picture on the top right corner of the screen.
  2. Click Settings.
  3. Select Workflows under Automation.
  4. Type 'Cases' and select the Cases entry in the drop-down on top of the workflow list.
  5. Click Default Satisfaction Survey to view the details of the workflow.
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