Adding Area/Category/Issue

To add Area/Category/Issue:

  1. On the Support menu, click New Area/Category/Issue.
  2. Click (Find) next to Area, Category, or Issue and select the appropriate items from each list, and then click OK.The Category items listed depend on the option you selected for Area and the Issue items available depend on the option you selected for Category.
  3. Select or clear the Ticket, Defect, or Customer check boxes to change access for the edited value.
    Field
    If selected, then the values in the Area - Category - Issue item are available when creating tickets.
    Defect
    If selected, then the values in the Area - Category - Issue item are available when creating defects.
    Customer
    If selected, then the values in the Area - Category - Issue item are available to customers creating tickets in Infor CloudSuite CRM Customer Portal.
  4. Click the Assign To Click (Find) button, find the appropriate user, and then click OK. Any tickets that are assigned to the area will be automatically assigned to the selected user.
    Note: Changing the Assign To user changes the user assigned to any other Area Category Issue combinations with the same Area.
  5. (Save).
Parent topic: Managing Area/Category/Issue Values
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