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:
- Click , to refresh the list information.
- Click the Summary View. SeeUsing the Summary View.
- Click to open the Area Category Issue detail view.
- Click the to search for records. See Using Lookup.
- Work with records in a grid. See Working with Grids in list views and tabs.
- Filter My list. SeeUsing Task Pane Filters.
- View a group. SeeWhat are Groups?.
The Task Pane contains the Common Tasks section. In this section, you can:
- Add to Group. See Adding Ad Hoc Group Records.
- Remove from Group.
- Save Records as a Group. See Adding an Ad Hoc Group.
- Update Records. See Updating Multiple Fields for Multiple Records.
- Import Records. See Importing Records.
- Export Records. See Exporting Records to a File.
- Delete multiple records. See Deleting Multiple Records.