You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Settings

The Settings page is accessible by clicking on the Settings section in the main navigation bar on the top of the screen.

Available settings

The following number for a KB item

This indicates the following ID that is used for the adjacent KB item (entry). Unless you migrate from another system, this value doesn’t need to be changed.

The default cost per hour

This is used if a department doesn’t define its hourly cost or if you don’t assign a department to the case update.

We strongly advise that each department explicitly specifies an hourly cost.

The default department for new ticket

This is the default department that will be assigned to a ticket if no other department is selected.

The default time for a case update

This is the default time that is used when working on case updates.

You can calculate the average spent time and use that value here.

This is the base URL that is used when generating links to cases.

If you have an external portal that is able to display cases stored by Corteza, you can change this link to point to that portal.

Step by step configuration

The following number for a KB item

If you’ve migrated from another system, insert the next number that should be used. If not, you can leave this as it is.

The default cost per hour

Enter a default cost that should be used when working on a case update.

The default department for new ticket

Select the default department. You should first create departments if you don’t see any.

The default time for a case update

Enter a default time that should be used when working on a case update.

  1. Navigate to the "Pages" of your admin panel,

  2. find the page called Record page for module "Case",

  3. copy the page ID (this is the long number at the end of the address, similar to the above channel ID),

  4. insert https://your-corteza-instance.tld/compose/ns/service-solution/pages/<page_ID_here>/record. For example: https://your-corteza-instance.tld/compose/ns/service-solution/pages/111502308285612036/record

If you have an external portal that is able to display cases stored by Corteza, you can change this link to point to that portal.