If your duties include responding to customers, publishing
answers to your website, working with opportunities and sending quotes
to customers, or keeping customer information up-to-date, you can
easily access information and take the actions you need.
The procedure to open records is the same for all record
types (incidents, answers, contacts, opportunities, organizations,
tasks, and assets).
-
Click Incidents on the navigation pane.
-
Double-click an incidents report. The report opens on the content pane.
Tip: The default setting requires that you double-click an item to open it.
However, you can change the default so that items open with a single click. See
Change Your Navigation Pane Settings.
You can zoom in and out of a report using the slider on the bottom right of the content
pane. Click the plus sign to zoom in on specific details or click the minus sign to zoom out
to see more of the report. You can also drag the slider left or right to decrease or increase
magnification.
- Right-click an incident and select . The
content pane populates with the incident’s information.
Additional ways to open a record include the following options.
- Selecting the record and clicking Open on the ribbon
- Clicking Open in the Action column
- Double-clicking the record