Issue Management

Stay organized and deal with customer issues more effectively.
Configurable workflow

The Issues app supports the configuration of customizable and automated issue resolution flows. Configure issue progression; user roles involved in issue processing; notification options for sending emails and SMS; task completion and condition rules; and much more.


Efficiently create and manage different issues for Customers, Suppliers, and My Company.


Manage issue resolution with automated or manual task assignment. Track issue progress for all completed and active tasks.


Manage a set of related issues by creating a master issue and linking all related issues to it.

Related Items

Easily relate items such as orders; quotes; subscriptions; invoices; RFOs; POs; and projects to an issue allowing for quick access to all relevant information.

Issue Appointments

Schedule issue-related appointments to calendar and assign resources to help resolve issues. Add notes and track status progress of appointment.


Create and view notes for each issue, with relevant documents/attachments, centralizing the information and making it easier to share across your organization. For each note, you can restrict access to selected users and specify whether the customer can see it.


Automatically send emails to customers and internal users, updating them on issue progress. Notifications can be manually resent as needed. Easily customize notification templates to suit your company’s needs.

To Do

Create and manage context-aware to-dos and set reminders that automatically navigate to the issue when a user is reminded of an issue task. This feature allows users to save time and stay organized.


Quickly search and find required issues. Use powerful filtering to quickly narrow down required information. Easily sort the listed issues by different dates; types; and priorities. Save your favorite searches for quick access in the future.


Effortlessly export issue information, easily syncing with other systems.


Make informed decisions with continually up-to-date issue analytics. The Issues app provides out-of-the-box statistics according to issue date; source; type; and more. It allows tracking of task KPIs; overdue tasks; user time per task; and more.