How do I setup Escalation matrix for my organization?
You can setup four level's of escalation for your organization. To setup escalation matrix, you have to create SLA's.
Goto Setup > SLA Settings > Service Level Agreements > Create SLA, specify criteria and setup Escalation Levels.
Refer SLA and Escalation for more.
Related Articles
How do I setup Contracts for my customers?
You can create a contract and associate it to an account in Zoho Support. But before that, it is mandatory to create an SLA. To create a new SLA, Click Setup>Automation> SLAs Click Create SLA and enter details like Support Plan Name, Description, ...
How do I add Customer Portal for my organization?
Customer Portal for your subscription would be automatically enabled when you add a portal user. To add portal users to access your organization's self-service portal, follow the steps mentioned below: Goto Setup>Customer Portal>Users Click Add ...
Can Portal users see requests submitted by others from their Organization?
Yes, you can provide permission for portal users to view the requests submitted from their organization. To enable permission, Go to>Setup>Customer Portal>Access Settings In the "Access Permission for Organization Requests" section, check "Allow ...
Where can I display the contact information of my organization?
The Customer Portal is designed with a separate section called "Right Side Customization", under which you find a pre-defined section called "Contact Info". This Section can be edited to enter your organization's contact information. To Edit this ...
How do I setup mail server for my account?
To add mail account in Zoho Support, you need to provide mail server details like mail account, user name, password, port, incoming/outgoing server, etc. Typically these information are available with your IT or System Administrator. For more ...