FAQs in this section
What is a case?
How do I create a case?
How do I link a customer record to their case record?
What is the Is Billable field in Cases?
How do I link a service to a case?
How do 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?
How do I find the responses to the Customer Satisfaction Survey?
What is the Customer Satisfaction Survey?
How does the Customer Satisfaction Survey work?
How do I find the Customer Satisfaction Survey workflow?
What is the difference between cases and internal tickets?
How do I mass-edit case details at once?
How do 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 do I reply to a case?
How do I convert a case to an FAQ?
How do I add Internal Comments on a Case?
How do I assign an SLA to a case?
What is the SLA Information block in Cases?
How do I create a case?
How do I enable automatic case creation from emails?
How can I reply to a case?
How are users notified when they are mentioned in a case comment?
What are the two default workflows set up for the Cases module?
How can I track the time spent on a case?
How do I create a Timelog for a case?
How do I link a Service to a Case?
Table of Contents
When a customer reports a case that can be solved by providing a service, then you can add information about the service in the Service Details block.
Follow these steps to add service details in a case record:
Follow these steps to add service details in a case record:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Support.
- Click Cases.
- Select and open the case to which you want to add service details.
- Click Deep Dive.
- Look for the Service Details block.
- Enter the following information:
- If the service is billable (chargeable) -
- Is Billable - Must be enabled if the service is billable, prompts you to choose a service and enter the service rate.
- Service - Link the service that is being provided.
- Rate - Enter the service charges.
- Service type - The type of service provided.
- Service location - The location of the service (Remote or Onsite).
- If the service is not billable -
- Service type - The type of service provided.
- Service location - The location of the service (Remote or Onsite).
- If the service is billable (chargeable) -
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