Actions – details

Action Form

  1. Action Number – An identification number is automatically assigned to each action.
  2. Buttons – Close Actions, Save, Save and Return, Cancel, View History
  3. Private – This allows you to make the action private to only those assigned to the action. If you are not assigned to the action you cannot view it.
  4. Title – This is the title of the action but can be different from the messaging subject.
  5. Type – Customisable list of action types/categories e.g. Phone Call, Email, Appointment. Used to create your views and narrow searches so that you can filter types of work
  6. State – A customisable list of action statuses
  7. Start and End Time – Use these fields to schedule actions
  8. Description – A description of the action. This text field is searchable
  9. Project – This field allows you to assign the action to a project
  10. Recurrence – This allows you to have recurring actions either as a single or ongoing recurrence
  11. Related Actions – Add an existing or new action to the current action. This allows you to relate multiple actions to each other
  12. Staff Management – Assigned to – this is the person that is going to be doing the work. They receive the notifications and see it on their calendar if scheduled. Tracked by – this allows you to track an action but you do not get notifications or calendar entries. Views can be created to show your tracked actions.
  13. Time Tracking – Used for tracking time for billing purposes, WIP
  14. Accounts and contact Management – This allows you to assign the account and/or contact to the action.
  15. Comments – This allows you to leave comments on the action. There is a tick box for staff only which when ticked means only internal staff can see the comment. This feature is useful if you have a portal for your customers so that staff can communicate without the customer being able to view the information.
  16. Attachments – This field contains all attachments relating to the action. You can file attachments on the action or if attachments come via messaging they will be stored in this field.
  17. Messaging – All messaging items. This is not just email but can be used for twitter, Google+ and facebookfor example.