How Do I Configure an Issue & Opportunity Record Type?
An Issue & Opportunity Record Type is used when adding an issue and opportunity as it can help to ensure all the required documents and information is present and compliant.
- On the left side menu, go to 'Settings' and click 'Issue & Opportunity Types'.
- Click ‘+ New Issue & Opportunity Record Type’.
- Enter the name, and description.
- Click 'Save & Submit'.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description.