The Connected Desktop allows you to log and keep a record of issues for clients. Each client can have their own set of issues. This can be done through the 'Issues' feature added next to Folders and Files. When you click on any client's name, the problems related to this client are listed under the Issues tab.
- From the Client list on the left pane, click on a client name
- Under the Issues tab, type in the issue in the space provided and press Enter.
- The issue will be recorded and start showing up in the list
- The date on which the issue is entered is automatically displayed in the Date field.
- If you wish to assign it to somebody, you can do so through the Assigned To field. Here, enter the name of the person whom you want to assign.
- You can put the Due Date by which you need a response on the issue.
- On the tab's heading, next to Issues, the number indicates the unresolved issues.
Once the issue is resolved, you can mark it as resolved by putting a check in front of each issue and enter the resolution under the Resolution field.
Some additional features which this functionality provides are:
- Hide checkmarked Issue - This allows you to hide the issues that are marked as checked. Hence you can view those issues that are unresolved.
- Find Issues - If you are looking for a specific issue, you can do so using this feature to search for any issue. Clicking Find Issues opens a search window where you can enter the issue you are looking for and it searches from the issues list and gives you results accordingly.