Home  >   FAQs   >  How do I link a Service to 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:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Support.
  4. Click Cases.
  5. Select and open the case to which you want to add service details. 
  6. Click Deep Dive.
  7. Look for the Service Details block.
  8. Enter the following information:
    1. 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).
    2. If the service is not billable -
      • Service type - The type of service provided.
      • Service location - The location of the service (Remote or Onsite).
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.