Using the Area/Category/Issue list view
The Area/Category/Issue list view displays all of the Area Category Issue items that you have access. You can use and to filter the list of records.
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 problem (on a ticket) or the type of defect. Customer Service managers can run reports for problem analysis by Area.
- Category provides a more concise cause of the customer problem and is grouped with a specific Area value.
- Issue provides even more detailed information about the customer problem and is grouped with a specific Category value.
To access the Area/Category/Issue list view, you can click on the Navigation bar.
On this page you can:
- Click , to refresh the list information.
- Click the Summary View. SeeUsing the Summary view.
- Click to access 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 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.