Maintaining an issue

Adding an issue-to-contact relationship

  1. Open an issue.
  2. Click Search icon on the Issue-Contact Relation field.
  3. Search or select an issue from the list and click Relate Contact.
  4. The selected opportunity name is populated on the Issue-Contact Relation field.

Deleting an issue-to-contact relationship

  1. Open an issue.
  2. Click the More icon on the Issue-Contact Relation field.
  3. Click Remove relation.
  4. Click Remove when asked to confirm action.