FAQs in this section
How do I install the partner portal?
How do I add partner contacts?
How do I add partner organizations?
How do I give access to the partner portal?
How do I navigate to the partner portal configuration page?
What can I configure about the partner portal?
How do I log in to the partner portal?
How do I add records from the partner portal?
Can I change my partner portal's password?
How do I log out of the partner portal?
Does the CRM have the capability to handle third parties, such as a client's partners, who have their own contacts?
What is the Cases Module in the Vtiger Partner Portal?
What is a Case ID in the Cases Module of the Partner Portal?
What are the case statuses in the Cases Module of the Partner Portal?
What are the priority levels in the Cases Module of the Partner Portal?
What is the Ticket Category in the Cases Module of the Partner Portal?
How can I upload files to a case in the Partner Portal’s Cases Module?
How do Updates help in tracking case progress in the Partner Portal?
What are Touch Points in the Partner Portal’s Cases Module?
How do I add a new case in the Cases Module of the Partner Portal?
How do I sort or filter cases in the Partner Portal’s Cases Module?
How do I edit a case 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:
- Log in to the Partner Portal. The Partner Portal dashboard opens.
- Click the Cases module in the top menu bar. The Cases List View opens.
- Click on the case you want to view from the Cases List View. The case details view page opens.
- View the following details about a case:
- Summary: A brief description of the case, providing an overview of the issue or request.
- Case Title: The title that identifies the case, helping you distinguish it from others.
- Status: The current progress of the case, such as Open, In Progress, or Resolved.
- Priority: The urgency of the case, which you selected, such as Urgent, High, Medium, or Low based on its importance.
- Partner Contact: The name of the person who created the case
- Contact Name: The name of the individual associated with the organization name.
- Partner Organization: The name of the organization to which the partner belongs.
- Organization Name:The name of the organization you added while creating the case.
- Case ID: A unique identifier assigned to the case for reference.
- Ticket Category: The type of case, such as Sales, Implementation, Support, or Customization Service.
- Comments: Displays the conversation or notes exchanged within the case, helping you track all discussions.
- Documents: Shows any documents or files that have been uploaded or shared in the case.
- Updates: Tracks changes in the status or progress of the case, keeping you informed about its evolution.
- Touch Points: Highlights key actions, interactions, or milestones related to the case.
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