IDI version 26.8 is now available.  Click here for details: IDI Updates.

Include items beneath Follow-Ups and Troubles

Prev Next

A check box at the bottom of several tabs (on the Customer window) lets you view child items associated with Journals, Follow-Ups and Trouble Tickets.

include items checkbox - generic lower customer window

When the check box is selected on the Customer Summary tab:

  • All child/nested retained Journals, Follow-Ups and Trouble Tickets are displayed in the lower grid for the customer.

    When the check box is selected on the Journals tab:

  • All child/nested Journals, Follow-Ups and Trouble Tickets are displayed in the grid.

    When the check box is selected on the Troubles tab:

  • All child/nested Trouble Tickets are displayed in the grid.

    By default the check box is cleared; it needs to be selected every time a customer window is displayed in order to work.

    Note

    Selecting this box may cause a large amount of data to be returned and can affect system performance.