Creating Incidents

At this point, the configuration steps are all done. Now we can create a simple CRM Incident—and follow it through to email delivery. The Incident screen contains a multitude of fields. For this exercise, we are only going to fill in the minimum necessary—so we can save our example and submit it to the xTuple Connect Batch Manager. To begin, follow these steps:

  1. Follow this path: CRM > Incident > New

  2. Set the "Category" field to "Customer"

  3. Enter some text in the "Description" field

  4. Select a CRM Account in the "CRM Account" field

    Caution

    Be careful, as you are about to send an email to a Contact related to the CRM Account. For testing purposes, you may want to enter your email address instead of the selected Contact's email address.

  5. In the "Owner" field, enter your user

  6. In the "Assigned To" field, enter another user

  7. Select a Contact using the browse button

  8. Enter some notes in the "Notes" field

  9. Set the "Status" to "New"

  10. Set the "Severity" to "Normal"

  11. Set the "Priority" to "Normal"

  12. Leave "Resolution" blank

  13. The results will look like the following screen:

Sample CRM Incident

After you select the SAVE button, you will be presented with the email delivery screen, as shown in the following screenshot:

Emailing CRM Incident

As we saw when we emailed other business documents, the tokens we included have been replaced with their actual values. To send the job to the xTuple Connect Batch Manager, select the ACCEPT button.