FAQs in this section
How do I create a case?
How do I link a customer record to their case record?
How do I link a service to a case?
How do I create a case using Quick Create?
How do I assign a case to a team in my company?
How do I find the Customer Satisfaction Survey workflow?
How do I mass-edit case details at once?
How do I filter cases depending on the Customer Satisfaction Survey feedback?
How do I reply to a case?
How do I reply to a case?
How do I add Internal Comments on a Case?
How do I link a Service to a Case?
How do I assign an SLA to a case?
What is a case?
What is the Is Billable field in Cases?
What are the different statuses of a case?
How do 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?
How do I set up a mailroom rule to create cases?
Why are there no closed states in Cases?
What is the SLA Information block in Cases?
How do I convert a case to an FAQ?
Table of Contents
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:
To learn more about FAQ in Vtiger CRM, click here.
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.
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