Cases - Settings

Cases - Settings

What is in Cases settings?

Settings in Cases allow you to configure the service. You can add categories, assign agents, set up FAQs, and define SLAs related to case categories. You can customize status texts and set restrictions. Additionally, you can set up notifications and customize templates. Advanced automation tasks, such as creating workflows, email alerts, and custom functions, can also be added. The Permissions section allows you to set up an administrator for the service.
You can set any admin role users as cases service administrators to oversee and manage the cases service
What can you do with Cases settings?
  1. Add Case Categories
  2. Cases - Customization
  3. Set up Feedback System
  4. Enable or Disable Notifications
  5. Set up Advanced Automation
  6. Add Cases Service Administrator

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Cases Service Overview

                                                                                                                What is Cases Service in Zoho People? Zoho People's Cases service is an advanced employee query management system through which you can handle queries, requests, and inquiries swiftly and systematically within your organization. It facilitates ...
                                                                                                              • Settings in Zoho People 5.0

                                                                                                                What can you do in settings? Settings lets you setup Zoho People to handle your organization's HR Processes. It Includes: Setting up your organization's information in Zoho People. This includes basic details such as name, type of organization, ...
                                                                                                              • Employee Cases

                                                                                                                The Cases feature helps an employee get answers to their queries in a quick and streamlined manner. Cases is an internal query management system in the organization with agents handling queries in different categories. Submitting and tracking queries ...
                                                                                                              • Cases Reports

                                                                                                                To access various case reports, navigate to Reports on the bottom left corner of your screen and go to the Organization Reports tab. You can use the filter feature available on the top right, corner (filter icon) to search based on time, category, ...
                                                                                                              • Cases - Customization

                                                                                                                Customization in cases allows you to edit and reorder "case status" and "sources of request" labels. Set restrictions on reopening and commenting on closed cases. Mandate descriptions for the queries raised by your employees. Cases status To ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources