Property Portal - Admin: Customisable Types

Property Portal - Admin: Customisable Types

InfoThis article is part of the Property Portal section.

Find all related articles here:
 
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.


Info
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.

InfoThe SLA Types calculate time based on the opening hours set up under Working Hours.


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