Actions

Under Actions (for most records), you can track and manage efforts, and assign as needed. For example, create a follow-up action for a vendor and assign it to the appropriate staff. When necessary, you can mark actions as complete.

  1. Under Actions, select Add .

  2. Specify the action's type, such as follow up or record update.

    Tip: Manage action types from Control panel, Fields and tables, Tables.

  3. Select a date, and enter helpful comments or details.

  4. To assign the action, search for and select who should perform the action.

  5. When the action is complete, select Completed on, and enter a date.

  6. Select Save.

You can edit an existing action at any time.

Under Actions, select the menu for the action, then select Edit action. Make any necessary changes, then select Save.

When an action is finished, you can mark it complete on the record.

Under Actions, select the menu for an action, then select Mark complete.

Specify a date and enter a description, then select Complete.

You can delete actions from a record when necessary.

Under Actions, select the menu for a note or action, then select Delete action.