• About Issues
• About the Issues Viewer
• To add a new issue type
• To add an Issue
• To find the identifier of a tab in the Issues pane
• Issues menu
• Customize Issue Type Layout
• Drill Down command
• Edit Issue dialog
• Edit Type dialog
• Edit View dialog
• Issue Types dialog
• Issue Views dialog
• View Columns dialog
• View Filter dialog
• View Grouping dialog
• View Sort dialog

Adding a New Issue Type

1. While in the Issues pane, right-click and select Settings | Customize Types.
2. Click Add.
3. In the Id box, enter an alphanumeric unique Id for the new type.
4. In the Type box, enter a descriptive name for the type to be added. This description displays in the Issue dialog drop-down menus.
5. If applicable, select the Roll Forward option for this issue type. When this issue type is selected for an issue, this default is automatically displayed for the issue.
   1. Select to include the issue in the new client file created during a year-end close.
   2. Clear to prevent the issue from being carried over to the new file.
6. If applicable, select the Retain on Cleanup default for this issue type. When this issue type is selected for an issue, this default is automatically displayed for the issue.
   1. Select to keep an issue whenever the file is cleaned up, select this option.
   2. Clear to delete issues automatically whenever a clean up is run on the client file.
7. If applicable, select the Allow Overwrite option to allow changes to the roll forward and retain on cleanup defaults.
   1. Select the Allow Overwrite for both Roll Forward and Retain on Cleanup to allow anyone to change the default for the issue type when editing or adding an issue.
   2. Clear the Allow Overwrite option for both Roll Forward and Retain on Cleanup to prevent anyone from changing the roll forward and retain on cleanup default for the issue type when editing or adding an issue.

8. Click OK.

Related Topics

• About Issues