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 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 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 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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