Adding Area/Category/Issue

To add Area/Category/Issue:

  1. Click New Area/Category/Issue on the Support menu.
  2. Click Find next to Area, Category, or Issue and select the appropriate items from each list, and click OK.The Category items list is based on the option you selected for Area and the Issue items available are based 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.
    Ticket
    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 CRM SLX Customer Portal.
  4. Click the Assign To, and click Find to find the appropriate user, and click OK. Any tickets that are assigned to the area are automatically assigned to the selected user. See Finding records
    Note: Changing the Assign To user changes the user assigned to any other Area Category Issue combinations with the same area.
  5. Click Save.
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