Using Account Issues

Account issues are used to track problems or important conversations with accounts. The icons for open or urgent issues can be used to alert you about issues on the Jobs or Calendar pages. Because date, time, and user are logged when changes are made to account issues, they are a convenient way to have an ongoing conversation between multiple users, showing the progress toward an issue being closed.

Below are instructions for how to:

1. Add an Account Issue
2. View Issues on the Jobs or Calendar page.
3. Print Issues
4. Set up Issue Categories
5. Modify the print format
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1. Add an Account Issue
   1. Go to Account > View Accounts double-click on the account name to go to the Account Detail page
   2. On the Account Details page scroll to the bottom and click
   3. Type in a Subject, select a Status and enter Notes if desired
      
   4. To view or edit, click on the Subject (example: Behind on payments) and select View Issue...
      
2. View Issues on the Job or Calendar page
   1. Go to Job > View Jobs OR Calendar > View Calendar
   2. Click on
   3. Click on and select the Account Issues field. Click OK and then click OK again
   4. If you want to save this view click on , type in a name and click OK
3. Print Issues
   • Print individual issues by clicking on the issue and selecting Printable View
   • Print multiple issues for an account on the Account Detail page. Scroll down to the Account Issues section at the bottom of the page and click on
   • Print issues as part of an Activity Packet
4. (Optional) Set up Issue Categories
   Issues may be organized into categories by the type of issue (Examples: "Waiting for payment", "Need Contract") or by who's responsible (Example: "Front Office")
   1. Go to Account > Edit Settings and click on
      
      
   2. Enter a name for the type of issue or the individual or group responsible for the issue (example: Front Office ) and click OK. Now when you create or edit an account issue, you'll have the option to select a category
5. Modify the print format
   1. Go to Account > Edit Settings, click on a form template name and select "Edit Form 'form name'..."
   2. Add fields or modify the format. Here's how to change the look of forms:
      • Add fields by clicking and selecting Add Form Fields...
      • Move a field by dragging and dropping. Display multiple fields on a single row by clicking on a field and dragging it next to another field until you see
      • Click to change the form width and set default values for borders, label position, font, text color and background color
      • Double-click on a field to change the settings for styles, hiding when blank and the display name. To make style changes to multiple fields, click and select Edit Form Fields...
      • Select which Address lines are included by editing the field and clicking
      • Add a logo to the header by clicking on the form and selecting "Edit Header..." Click on to the right of Logo and select <New Logo File>. Navigate to the logo file and click OK (The logo file must have an extension of .bmp, .gif, .jpg, .jpeg, .png)
      • Delete a field by clicking on it and selecting Delete. To delete multiple fields, click and select Delete Form Fields...