Admin - Managing Dropdown Types
This article is part of the Connect section.In the Admin menu, go to the Customisable Types submenu to add and manage case, document, meeting and SLA types.
- Click on a type under Customisable Types (e.g. Case Status Types) to manage it.
- Use the first field to search for existing types.
- To add a new type, use the second field: provide a name, select an option at the end of the field and click the green save icon.
The options available will depend on the selected Customisable Type. For example, Case Status Types can be marked as Open, On Hold or Closed, while SLA Types specify a number of minutes, hours or days.
The SLA Types calculate time based on the opening hours set up under Working Hours.- To remove an existing type, click the red bin icon.
- To edit a type, make changes and click the blue save icon.
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