Create a case or account escalation severity

The escalation severity defines the type of escalation and the color used to represent the cases and accounts of this escalation severity in the user interface.

시작하기 전에

Role required: sn_crm_foundation_admin or sn_crm_escalation_admin or admin

이 태스크 정보

The assigned severity allows agents to easily identify escalated cases and accounts on lists and forms. The escalation feature provides two escalation severity definitions:

• High Severity: escalated records are highlighted in red.
• Medium Severity: escalated records are highlighted in orange.

The user interface determines which fields are highlighted for escalated cases and accounts:

• Agent Workspace: Field indicators and field highlights appear on the Short description field for escalated cases and on the Name field for escalated accounts.
  주:

  You can move indicators and highlights to any field that is not a hyperlinked field.
• Platform interface: Escalated case and account numbers are indicated with a colored dot on a list and a colored background on a form.

프로시저

1. Navigate to All > Customer Service > Escalation Severity.
2. Click New.
3. Enter a Name for the severity.
4. In the Style field, enter a color.
   To configure additional escalation severity records, the system administrator must configure a new style with the desired color. For more information, see Highlight list fields.
5. Click Submit.