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 link a Service 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 assign an SLA to a case?
Table of Contents
A Service Level Agreement or SLA is a contract between a service provider and an end-user that defines the standard of service expected from the service provider.
For example, a customer SLA policy in an organization may state that cases of urgent priority must be resolved within one day, and those of low priority can be resolved within one week.
To read more about SLA Policies in Vtiger CRM, click here.
The SLA Name field in cases allows you to pick an SLA and assign it to a case.
Follow these steps to assign an SLA for a case:
For example, a customer SLA policy in an organization may state that cases of urgent priority must be resolved within one day, and those of low priority can be resolved within one week.
To read more about SLA Policies in Vtiger CRM, click here.
The SLA Name field in cases allows you to pick an SLA and assign it to a case.
Follow these steps to assign an SLA for a case:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Support.
- Click Cases.
- Select and open the case that must be assigned an SLA.
- Look for the SLA Name field.
- Select an SLA from the SLA Name picklist. Only customer SLAs are shown in the pick list.
- Click Save.
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