CRM › Service
Service Cases
A list in CRM → Service.
Where to find it
Address in the console: /crm/cases
List · 6 columns
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Case | Code | case_no |
| Account | Text | account_name |
| Subject | Text | subject |
| Priority | Status | priority |
| Status | Status | status |
| SLA due | Date and time | sla_due_at |
What can be corrected
The fields offered when an existing record is edited. Whether the button appears at all is decided per record — see What may be changed.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Status | Choice | open, in_progress, waiting, resolved, closed |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.