How to Add, Edit or Delete Issue Types

Open the Issue Types Window

Open the Issue Types Window

1: Click Admin from the Menu.

2: Select Issue Types from the drop down list - the Issue Types window will open.

Add an Issue Type

Add an Issue Type

1: Click the New button from the Menu - the New Issue Type window will open.

Enter Details

Enter Details

1: Enter a description for this Issue Type.

2: Select a Category from the drop down list. To add Categories to the list, click here for instruction.

3: Enter details of the Primary and Secondary Parties.

4: If required, up to 5 text fields can be created. Give each required field a name.

5: If required, up to 4 Amount fields can be created. Give each required field a name.

6: If required, up to 4 Date fields can be created. Give each required field a name.

7: If required, up to 4 Check Boxes can be created. Give each required check box a name.

8: Click OK to Save changes and close the window.

Edit an Issue Type

Edit an Issue Type

1: Select the Edit Type to be edited.

2: Click Edit from the Menu - the Edit Issue Type window will open.

Edit details

Edit details

1: Edit the details.

2: Click OK to Save the changes and close the window.

Delete an Issue Type

Delete an Issue Type

1: Click the Issue type to be deleted.

2: Click the Delete button to delete the Issue Type.

3: If deleted in error, click the Undelete button to ABORT the deletion.

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