To use the issue tracking feature in Connect it will firstly need to be enabled in the 'Options' area of the 'Settings' in your account. Click here for more information.
Creating and assigning an issue
To create an issue, go to Connect and click on 'Issues'.
On the right hand side of the screen, click on the button which says "Add issue".
Add a title and description.
In the box labelled 'Who', just start to enter the name of the contact that has the issue, then select the user from the drop-down menu that you want to assign the issue to and click 'Save Issue' to complete.
Updating an issue
You can update any issue, whether it is open or closed. Find the issue you wish to update and click on its title.
With the issue open you change it's content or who it's assigned to and add comments, which will be date stamped for auditing purposes.
Closing an issue
Closing an issue is simple. Simply locate the issue within Connect and click on its title to open it.
On the right hand side, click the button which says 'Close this issue'. We recommend adding a comment to the issue to record how the issue was resolved.