Incident Management settings

From the Incident Management Settings dialog box, you can control the following application settings:

• How the application searches for customer or contact information
• Whether the application displays the People form after you select a customer or contact

• How the customer's or the contact's name is shown on the incident request form

  Note

  These settings are global, that is, they apply to all companies.

To perform the following procedures, you must have Incident Config permissions:

• Configuring the Customer and Contact search type
• Configuring the People form to appear when selecting customer or contact
• Configuring Customer and Contact name format
• Hiding or displaying the Task and Categorization tabs in Incident Management