Connect - Admin: Customisable Types
This article is part of the Connect section.
To add and manage SLA types for cases, documents and meetings:
- Go to the Admin menu > Customisable Types.
- Click on a type under Customisable Types (e.g. Case Status Types).
- 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.
- Click the green save icon.
- To delete a type, click the red bin icon.
- To edit a type, make changes and click the blue 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.
- 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.
Related Articles
Connect - Admin: Working Hours
This article is part of the Connect section. Find all related articles here: Connect Go to the Working Hours section in the Admin menu to set your standard hours and any exceptions. Standard Working Hours Click the pencil icon under Standard Working ...
Connect - Admin: Client Portal - How It Looks
This article is part of the Connect section. Find all related articles here: Connect The New Client Portal can be customised in Connect. You can configure the following aspects to match your organisation’s branding and settings: Company Branding To ...
Credit Control Status Types
This article is part of the Credit Control & Client Statuses section. Find all related articles here: Credit Control & Client Statuses Overview The credit control system in CPL is designed to allow you to manage your debt effectively and to recover ...
Connect - Admin: Users, User Groups and Permissions
This article is part of the Connect section. Find all related articles here: Connect In the Admin menu > Users submenu, you can: create and manage users, create and manage user groups, assign and unassign permissions. Use the three options here: ...
Connect - Comments
This article is part of the Connect section. Find all related articles here: Connect Introduction You can add comments to meetings, cases, jobs and estimates — but not to tasks. There are two types of comments: public and private. Use private ...