Take Action for a Client Issue

Before you begin

Open a Client Monitor window.

About this task

You can act on client issues by escalating them, resolving them, commenting on them, and notifying other administrators about them through email.

Procedure

  1. Select an issue and Take Action.
  2. Complete the following fields:
    • Action: Change the issue status to Resolved or Escalate.
      Note

      Note

      After an issue is marked Resolved, you cannot take further action.
    • Comments: Add a message describing the issue. This might be a note for yourself or—if you send an email about this to other administrators—to one or more email recipients.
    • Email: Select the check box and enter one or more email addresses, separating multiple addresses with semicolons.
  3. Select Save.

    The following actions occur:

    • The Active icon changes to Resolved or Escalated in the Issue List Status column.
    • If you entered email addresses, emails are sent to the designated recipients.