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In the Companies/Contacts Screen |
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In the Companies/Contacts Screen |
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In the Companies/Contacts Screen
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In the Companies/Contacts Screen |
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In the Companies/Contacts Screen |
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| 1. | In the Companies/Contacts screen, find the company or contact to whom the actions are attached. |
| 2. | Click the Actions tab in the bottom section of the screen. All of the actions related to the Company or Contact will appear in the selection grid. |
| 3. | Note that in the Companies/Contacts Actions tab, you will not be able to perform a search or set a filter on actions as you can in the Event Maintenance and Actions screens. Click the View All/View Mine toggle button to switch between viewing all actions and viewing just your actions. |
| 4. | To sort the actions and re-arrange the selection grid to help you view the information you want, review how to sort records in Chapter 1: Overview, Common Functions: Selection Grids and Sort Lists. |
| 5. | The function buttons (New, Edit, etc.) are located along the right side of the bottom selection grid in the Actions tab. |