Summary

The issues status can be used to filter issues in Contact Management reports and is a required field when creating issues (CM> Issues> Issue Search).

Step by Step

1     View existing issue statuses.

• Open the Issue Status Maintenance window (CM> Maintenance> Issue Status).
• The left section of the window will display all of the issue statuses that have been created in the application. Select an issue status in the left section of the window and the information attached to that issue status will populate in the Maintenance section to the right.
• Highlight an issue status and press DELETE or click the Delete icon   if you would like to delete an issue status.
  • You cannot delete an issue status that is attached to an Issue Type. If you try to delete an issue status that is attached to another record, an information window will open displaying the record it is attached to.
• Press INSERT or click the Create icon if you would like to create a new issue status. This will create a new line item in the left section of the window and the fields in the Maintenance section to the right will be enabled to enter the issue status information.

2     Create or modify an issue status.

• The Status field is used to create the issue status code. The status code can be up to 20 alphanumeric characters long.
  • This is the only required field in the window. All other fields are optional.
  • You will not be able to edit an existing issue status field.
  • The issue status will display on the printed version of the issue.
• The Description field is used to enter a description on the issue status. The description can be up to 60 characters long.
• Press ENTER or click the Save icon to save the issue status.