Using the Area Category Issue List View
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.
Note: The system administrator and users with the appropriate role can
access these features.
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.
To open the Area Category Issue List view, on the Navigation Bar, click .
On this page you can:
- Use the Lookup to search for records
- Click
(), to refresh the list information.
- Use the Summary View
- Click to open the Area Category Issue Detail view.
- Use the Lookup to search for records
- Work with records in a grid
- Filter my list
- View a group
The Task Pane contains the Common Tasks section. In this section, you can: