SLA policies – VTiger Experts https://www.vtexperts.com VTiger Support, Development, Data Migration, Customization and Extensions, Plugins, Addons.. Mon, 13 Aug 2018 21:19:45 +0000 en-US hourly 1 https://wordpress.org/?v=5.4.2 Configuring SLA With A Use Case In VTiger 7 https://www.vtexperts.com/configuring-sla-with-a-use-case-in-vtiger-7/ https://www.vtexperts.com/configuring-sla-with-a-use-case-in-vtiger-7/#respond Fri, 03 Aug 2018 21:57:23 +0000 https://www.vtexperts.com/?p=14196 SLA Policy Extension for VTiger was designed to improve response times, accountability, when dealing with time sensitive matters. It’s mostly used in support/helpdesk department, where each ticket/case has to be assigned and worked on/resolved by certain date and time. It allows administrator to create custom SLA Policy rules, which then get automatically applied to a record.   Use Case New HOT Lead comes in, if after 45 minutes the lead is still unassigned, you can automatically assign it to a sales rep or notify users/managers + trigger any workflow.   How to Configuring SLA With a Use Case Go to Menu > Settings > CRM Settings > Extension Pack > SLA Policies. Click on the “New SLA Policy” button to configure a new policy.  Add a Name for the new policy. Select the module you want to apply this policy to. Select the picklist you want to configure for the SLA responses. This will mark the

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