Connect - Admin: Dropdown Types

This article is part of the Connect section.

Find all related articles here:

Connect

 

To add and manage SLA types for cases, documents and meetings:

1. Go to the Admin menu > Customisable Types.
   
   
2. Click on a type under Customisable Types (e.g. Case Status Types).
   
   
3. Use the first field to search for existing types.
   
   
4. To add a new type, use the second field:
   
1. Provide a name.
   
2. Select an option at the end of the field.
   
3. 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:

1. Case Status Types can be marked as Open, On Hold or Closed. 
   
2. 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 In the Admin menu, select Working Hours to set up your standard working hours and any exceptions: Standard Working Hours Under Standard Working Hours, click the ...

• 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: ...

• 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 - Comments

  This article is part of the Connect section. Find all related articles here: Connect Introduction Comments can be added to meetings and cases but not tasks. There are two types of comments: public and private. Use private comments to share internal ...

• Connect - Cases

  This article is part of the Connect section. Find all related articles here: Connect You can create cases individually or as part of a meeting. We’ll refer to these as individual cases and meeting cases. The diagram below shows the action buttons ...