You can select specific trouble tickets to appear on the Summary tab in Customer Management, that otherwise would only appear on the Journals tab. This is referred to as “retaining” a trouble ticket. In order to retain a trouble ticket, the trouble ticket must be open.
To retain a trouble ticket:
Click the Journals tab in the Customer window.
Right-click on the trouble ticket to be retained, and select Display on Customer Summary Tab. This displays the trouble ticket in both the Summary and Journals tabs in the Customer window.
Removing Trouble Tickets from the Summary Tab
To remove a trouble ticket from the Summary tab, from either the Summary or Journals tab:
Right-click on the trouble ticket and select Remove From Customer Summary Tab. This removes the trouble ticket from the Summary tab so the trouble ticket can only be viewed from the Journals tab.