Hi,

I am looking for some help setting up SLA's that keep count of the number of cases (regardless of the status) that a specific company has within a timeframe. (contract start-contract end).

This being said, our clients has SLA agreements that allow them a certain amount of cases per year:

Premium: 15 cases per yr

Standard: 10 cases per yr

Custom: 5-9 cases per yr

No Plan: (pay for each case)

Basically, I'd like to add some type of notification that would appear on the company summary screen (and that I could report on if needed) that would basically say how many cases the customer has left based on their support agreement...

I don't even know where to start...Any help or guidance would be appreciate. :)

Thank you.

Sincerely,

Annie

SAGE CRM Integrated 7.3 SP 3.4