7.5.2.�Incidents by CRM Account

To view Incidents by CRM Account, select the "Incidents by CRM Account" option. The following screen will appear:

Incidents by CRM Account

When displaying Incidents by CRM Account, you are presented with the following options:

All CRM Accounts

Select to include Incidents for all CRM Accounts in the display.

Selected

Select the CRM Account whose Incidents you want to display.

Incident Created

Enter a range of Incident created dates:

Start Date: Incidents created on or after this date will be included in the display.
End Date: Incidents created on or before this date will be included in the display.

Show Accounts with No Incidents

Select to include CRM Accounts which have no Incidents associated with them in the display.

Show Closed Incidents

Select in include closed Incidents in the display.

Incidents

Display lists Incidents by CRM Account, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each CRM Account or Incident that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the group.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Incident in the list enables you to select from the following menu options:

Edit Incident: Select to edit the specified Incident.
View Incident: Select to view the specified Incident.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

If you right-click on a To-Do List item, the following additional options will be available:

Edit To-Do Item: Select to edit the specified To-To Item.
View To-Do Item: Select to view the specified To-To Item.