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Creating Issues
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To create a new issue, click on a binder name to view the
list of issues associated with a particular binder.
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Click on New Issue and
fill in the fields that pertain to the issue.
- Choose 'Contact' or 'Account' or 'Project'
from the Regarding dropdown box field. For Accounts, this new feature
creates an integration with an account in Accounts
of Contact Manager. For projects, it creates an integration with a project in
Time & Expenses.
- Issues can be assigned to certain members and can be sent an email notification of the
new issue creation.
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To add an attachment to the issue, click Edit Attachments. A new
window will appear. Click the Browse button to select a file from your hard
drive.
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After selecting a file, click Upload to upload the file to the
database.
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Click Finished to complete uploading and close the smaller window.
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Click Save when finished.
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