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xTuple Connect Product Guide |
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xTuple Connect Product Guide |
| 4. Defining Incident Categories | ||
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 | Chapter 6. Connecting with Incidents |  |
To create an Incident Category to handle your special Incident EDI requirements, follow these steps:
Follow this path:
Select the NEW button
In the "Incident Category" field, enter "Customer"
In the "Order" field, enter "30"
In the "Email Delivery Profile" list, select the "CRM-Customer" profile
In the "Description" field, enter "Customer Incident"
The screen will look like the following:
To save this information, select the SAVE button
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| 3. Creating a Customized Incident EDI Profile |  | 5. Creating Incidents |