You can forward an issue to send it to someone else. If the issue has not been answered,
that person could answer it.
You can forward an issue if you are the responsible party and the issue is currently
assigned to you. When you forward an issue, you are moved to a CC contact on the issue,
so you can still see how the issue is progressing.
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From the home page, in the Assigned to
Me section, click on the issue assigned to you.
The Issues page
appears.
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Do one of the following:
- If the issue has not yet been answered, click the
Forward button.
- If the issue has been answered, click the Other
Actions button and select
Forward.
The Forward window appears.
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(Required) In the To field, enter the person to forward
the issue to.
Note: To filter the list of contacts:
- Enter the first few letters of the contact's
name.
- Select Team Contacts to
filter the list to contacts in your enterprise.
- Select PM Firm/Spectrum
Contacts to filter the list to just contacts from
your ERP system.
To add a Team user (someone who has a Team user account), enter
the full email address associated with that user. Note this is not
required if your enterprise is configured to limit contacts to Vista PM
firms.
To add a new contact, select
New Contact.
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In the CC field, enter any additional contacts you want
to receive a copy of the issue.
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In the Comment field, enter any
notes or comments about why you are forwarding the issue.
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(Optional) Click Add attachment to attach one or more
files to the issue.
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Browse to the files you want to attach and select them.
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Click Open.
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Click the Send button.
The issue is forwarded to the specified person.