Child pages (Children Display) |
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Combining duplicate incidents
Identify the parent incident and copy the parent incident number.
Image RemovedIn each child incident paste the parent incident number into the Parent Incident field in the Related Records tab.
Image RemovedFrom this point on, ONLY work from the parent incident. All work notes and additional comments added in the parent incident are copied to each child incident.
If any of the callers on the child incidents are listed as “Guest” copy and paste their email address(es) into the Watch List so that they are notified of each update.Optimizations
Streamlining the activity stream
Click the filter icon to the right of the activity stream to remove specific activities. This setting is at the user level, so you can customize it as you like.
When you click the filter icon, you will see a list of activities you can filter out. Uncheck any activities you don’t want to see.
Additional tips
You can tag other staff in incidents by using the @ symbol and typing their name. You will see an auto-generated list based on what you’ve typed in and you can select the appropriate person. This functionality works in both Work notes and Additional comments.
https://www.screencast.com/t/1iNIxxe0