You are here: Chapter 8: Using FootPrints > Customizing Your Preferences > Issue Preferences

Issue Page Preferences

These options apply to all Workspaces to which you belong.  After configuring options, scroll to the bottom of the page, enter your password, and click Save.

Note

The Rich Text Mode Editor feature may be disabled by the administrator in some Workspaces.

Create a Quick Description

To create a quick description:

  1. Select Preferences and then click the Quick Description link in the Issues section on the Preferences page.  A Quick Descriptions pop-up is displayed.
  2. Enter a name for the quick description in the Create section, then enter your password and click GO. A multi-character field is displayed.
  3. Enter the text for the quick description into the multi-character field and click GO.
  4. The description is saved and the Quick Description pop-up is displayed to allow you to create, edit, or delete additional quick descriptions.

Once a quick description has been created, a drop-down box appears on the Create Issue and Edit Issue pages in the Description field title bar.  The drop-down box contains the name(s) of the quick description(s) in the Workspace.  If the Agent selects a name from the drop-down, the Description field is populated with the pre-defined text.  The Agent can still enter additional text in the Description field.

Edit a Quick Description

To edit a quick description:

  1. Select Preferences and then click the Quick Description link in the Issues section on the Preferences page.  A Quick Descriptions pop-up is displayed.
  2. Click on the name of the quick description in the Edit section, then enter your password and click GO. A multi-character field is displayed.
  3. Make the changes you want to the text in the multi-character field.  You can delete, add, or alter text as you see fit.  When you are done making changes, click GO.
  4. The description is saved and the Quick Description pop-up is displayed to allow you to create, edit, or delete additional quick descriptions.

Deleting a Quick Description

To delete a quick description, which removes the quick description from the drop-down box on the Create Issue and Edit Issue pages:

  1. Select Preferences and then click the Quick Description link in the Issues section on the Preferences page.  A Quick Descriptions pop-up is displayed.
  2. Click on the name of the quick description in the Edit section, click the Check this box to delete the selected Quick Description checkbox, then enter your password and click GO.
  3. The quick description is deleted and the Quick Description pop-up is displayed to allow you to create, edit, or delete additional quick descriptions.