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Company/Contact Actions |
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Company/Contact Actions |
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Company/Contact Actions
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Company/Contact Actions |
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Company/Contact Actions |
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Under the Actions tab in the bottom section of the screen, you can see all actions that are related to a company or one of its contacts.
| 1. | Find the company or contact in the Single View or select the company or contact in the List View. |
| 2. | Select the Actions tab in the bottom section of the screen. |
| 3. | Choose whether you want to create, edit, view, delete, or print actions. |
You can scroll through a list of existing actions using the vertical scrollbar. Click the View Mine/View All button to the right of the selection grid to toggle between a view of actions assigned to you and all actions. You can only view all actions if you have the appropriate user rights. To edit, view or delete any of the actions, select an action and click the Edit, View or Delete button directly to the left of the Actions tab. Follow the instructions at Chapter 1: Overview, Common Functions: Edit, View and Delete Records to continue. |
To create a new action related to this contact or company, click the New button to the right. The Action [New] window appears. To continue creating the action, see Chapter 12: Actions, Create Action. That chapter will describe the general process of creating an action. You can create actions from a several different screens in EventPro Planner. The Action [New] window will essentially be the same regardless of where you open it, except for some fields that will default in based on the screen in which you are working.
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To print a list of actions, click the Print button. The Action Options window opens. To learn more about printing action reports, see Chapter 18: Reports, Report Descriptions: Reports from EventPro Planner Screens, Action Lists. |
