Using the Area Category Issue List View

T

The system administrator and users with the appropriate role can access these features.

The Area Category Issues List view displays all of the Area Category Issue items that you have access to. You can use groups and lookups to narrow the list of records that display.

Area-Category-Issue values provide specific details of a reported problem or defect.

  • Area provides a high-level description of the customer’s problem (on a ticket) or the type of defect. Customer Service managers can then run reports for problem analysis by Area.
  • Category provides a more concise cause of the customer's problem and is grouped with a specific Area value.
  • Issue provides even more detailed information about the customer's problem and is grouped with a specific Category value.

How Do I?

Use the Lookup to search for records

Use the Summary View

Use the Lookup to search for user records

Work with records in a grid

Filter my list

View a group

Related Topics

Managing Area, Category Issue Items

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.