Home  >   FAQs   >  How do I view case details in the Cases Module of the Partner Portal?

How do I view case details in the Cases Module of the Partner Portal?

Table of Contents
Follow these steps to view a case in the Partner Portal:
  1. Log in to the Partner Portal. The Partner Portal dashboard opens.
  2. Click the Cases module in the top menu bar. The Cases List View opens.
  3. Click on the case you want to view from the Cases List View. The case details view page opens.
  4. View the following details about a case:
    1. Summary: A brief description of the case, providing an overview of the issue or request.
    2. Case Title: The title that identifies the case, helping you distinguish it from others.
    3. Status: The current progress of the case, such as Open, In Progress, or Resolved.
    4. Priority: The urgency of the case, which you selected, such as Urgent, High, Medium, or Low based on its importance.
    5. Partner Contact: The name of the person who created the case
    6. Contact Name: The name of the individual associated with the organization name.
    7. Partner Organization: The name of the organization to which the partner belongs.
    8. Organization Name:The name of the organization you added while creating the case.
    9. Case ID: A unique identifier assigned to the case for reference.
    10. Ticket Category: The type of case, such as Sales, Implementation, Support, or Customization Service.
    11. Comments: Displays the conversation or notes exchanged within the case, helping you track all discussions.
    12. Documents: Shows any documents or files that have been uploaded or shared in the case.
    13. Updates: Tracks changes in the status or progress of the case, keeping you informed about its evolution.
    14. Touch Points: Highlights key actions, interactions, or milestones related to the case.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.