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Specifying Related Issues
Specifying Related Issues
Whereas a Case is a specific report from a customer, Issues correspond to general problems that can be encountered by any number of customers. Therefore, there can be many cases reported for the same issue. Likewise, a single case report could reference multiple issues.
Aptify tracks the relationship between cases and issues on the Related Issues tab of a Cases record. Follow these steps to link a case to one or more issues:
Information about a particular issue is tracked separately in an Issues record (see About the Issues Form for more details).
- Open the Cases record, if not already opened.
- Select the Related Issues tab.
- Click the New icon in the toolbar to open a new Related Issues record.
- Enter the issue to link to the case in the Issue field.
- Click OK to save and close the Related Issues record.
- Repeat the steps above to add additional related issues as necessary.
- Save the Cases record.
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