Customer Engagement & Dynamics CRM Forum

We are starting to set up SLAs against our Cases. I see the Quick View Form on the Case with the SLA Compliance Status and Timer, but I can't figure out how I can see that in a view. We want our Customer Care Team to use the My Active Cases View with the SLA information so that they know which Cases are a priority. Has anyone figured out how to create an actionable view like this?

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Becky Beaucher
Systems Business Analyst III
A.W. Chesterton Company
Groveland MA
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I would love to listen in on this thread as I'm also starting up the work with using SLA against our Cases. I have just started the work so I can't be of any help to you.

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Helena Blücher
AJ Produkter
Halmstad
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Original Message:
Sent: May 05, 2022 03:05 PM
From: Becky Beaucher
Subject: Case SLAs

We are starting to set up SLAs against our Cases. I see the Quick View Form on the Case with the SLA Compliance Status and Timer, but I can't figure out how I can see that in a view. We want our Customer Care Team to use the My Active Cases View with the SLA information so that they know which Cases are a priority. Has anyone figured out how to create an actionable view like this?

------------------------------
Becky Beaucher
Systems Business Analyst III
A.W. Chesterton Company
Groveland MA
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