How do I convert a case to an FAQ?
When customers ask you a common question frequently, you can make an FAQ out of the question and display it in the Customer Portal. But when the same question is asked through a case, then you can convert the case into an FAQ. Follow these steps to convert a case into an FAQ:- Log in to your CRM account.
- Click the Main Menu.
- Go to Support.
- Click Cases.
- Select and open the case that you want to convert into an FAQ.
- Click Do on the Summary View of the case.
- Select FAQ.
- Create a question and answer for the FAQ.
- Enter other FAQ details under Category, Status, etc.
- Click Save.
Note: The case Summary gets copied as the Answer in the FAQ. You can view the newly created FAQ under Main Menu > Help Desk > FAQ.
To learn more about FAQ in Vtiger CRM, click here.