FAQs in this section
What is 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?
How do I assign an SLA to a case?
What is the SLA Information block in Cases?
How do I stop the feedback emails sent after closing a Case?
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?
What is the Similar Records option in Cases?
How does the Similar Records option help CRM users?
How is the recipient of a Case reply selected?
How do I create a case?
In which Vtiger editions is Calculus AI in Cases available?
Do I need to install anything to use Calculus AI in Cases?
How does Calculus AI help agents draft replies to Cases?
Can agents customize the AI-generated suggestions in Cases?
How do I use the Calculus AI in Cases?
What is the status of my case?

How to check how many cases in one month?

To check how many cases were created in a month, follow these steps:
  1. Log in to your CRM account.
  2. Go to the Main Menu.
  3. Select Cases under the Helpdesk app.
  4. Use the filters or search options to display cases based on the desired month, with the Created Time filter set to Previous Month, Current Month, or a custom date range.
  5. Check the count at the top right corner of the module.
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