Account Issues are used to track problems or important conversations such as unresolved complaints or unpaid bills. Issue icons indicate Open or Urgent.
OPEN
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Issue icons are displayed on the Jobs and Calendar pages. Date, time, and the user are logged when changes are made to account issues, so they are a convenient way to have an ongoing conversation between multiple employees. Issues can be closed once resolved.
- View your list of Accounts by going to Settings > Account > Accounts > click on the name of the Account you want to open.
- Scroll to the bottom of the page and click on the + icon to "Create New Issue for this Account".
- Enter Subject, Status, and Notes, then click Save.
- An Issue icon will appear at the top of the Account page, and at the bottom of the page under Account Issues.
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To edit the Issue, click on the Subject line to open the Update Account Issue box.
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You can print individual Issues by clicking on Issue Subject to open the Update Account Issue box and clicking the Print.
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An alert icon for the Account Issue(s) will display in every Job in that Account.
You can display Account Issues in Job and Calendar Views or print them.