How to manage issues in SalesLink - Executive.
Add New Issue
To add a new issue:
- Click the Plus icon at the far right of the top navigation bar.
- Select [Add New Issue] from the drop-down menu.
- Enter all required information regarding the customer and issue details into the Add New Issue form.
- Click [Save] to create the new issue.
All Customers’ Issues
Click the All Customers Issues link under “On The Go” in the top navigation bar. This will open the Issues page.
This page displays a detailed table of all your currently outstanding customer issues. Use the tabs at the top of the page to organize the issues by Assigned To or Type/Reason.
To filter the table:
- Select the fields you want to filter by at the top of the page.
- Select a date range to filter by. See “About Filtering Issues by Date” for more information on how date ranges work.
- Click the [Filter] button.
Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.
About Filtering Issues by Date
When filtering the Issues page by date, the system will consider a different date for each issue depending on that issue’s status. This table explains the relationship between an issue’s status and the date used by the date picker:
|
Issue Status |
Date Used by Date Picker |
|
Open |
Date opened |
|
In Progress |
Date opened |
|
Resolved |
Date resolved |
|
Canceled |
Date canceled |
This means, for example, that a Resolved issue opened on 2024-05-01 and resolved on 2024-06-13 WILL appear when viewing issues for June 2024, but will NOT appear when viewing issues for May 2024. Meanwhile, an In Progress issue opened on 2024-05-01 WILL appear when viewing issues for May 2024.
If you have used the “Issue” drop-down to filter the list of issues by a specific status, the date picker’s labels will be updated to reflect the date you are filtering by. For example, the screenshot below shows how the date picker reads “Resolved From - To” when the “Issue” drop-down is set to “Resolved”:
Issue Details
Click on an Issue Number to view its Issue Details page.
This page displays in-depth information regarding the customer, details about the specific issue, actions taken, etc. Click the [Edit Issue] button to edit information about the issue.
Click on the magnifying glass icon to search for a user to assign to the issue.
Click on the [New] buttons to add any Notes, Activities, or Attachments to the issue.
Issues Assigned to Me
Click the Issues Assigned to Me link under ON THE GO in the top navigation bar. The Outstanding Issues Assigned to Me page displays.
This page displays a detailed table of all the currently outstanding issues that are assigned to you, organized by Type/Reason.
To filter the table:
- Select the fields you want to filter by at the top of the page.
- Select a date range to filter by.
- Click the [Filter] button.
Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.
Click on an issue to view its Issue Details.
Issues Originated by Me
Click the Issues Originated by Me link under ON THE GO in the top navigation bar. The Outstanding Issues Originated by Me page displays.
This page displays a detailed table of all currently outstanding customer issues that were created by you. Use the tabs at the top of the page to organize the issues by Assigned To or Type/Reason.
To filter the table:
- Select the fields you want to filter by at the top of the page.
- Select a date range to filter by.
- Click the [Filter] button.
Export the table into an Excel spreadsheet by clicking the [Export] button at the top right of the page.
Click on an issue to view its Issue Details.