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Looking for actions
The Main CRM Page, as now detailed below, features all actions remaining to be done by the current, along with various search menus tool as featured where it is possible to look for actions with various search criteria :
- the issuing user, if rights for Actions ('All') are sufficient ;
- the related contact, along a search string featured in her/his name ;
- the status of the action : To do, Done, System action (i.e. sent campaigns, letters, and validated migrations to client), and 'Information' actions ;
- also, displaying a certain number of actions and ordering them along date, status or user.
From there, for an action :
allows the action to be updated (see below) ;
(only for 'normal' actions that are still to do) declares this action as 'Done' ;
shows the popup to add a 'normal' action, preset to the related contact and action type of the line ;
shows the popup to add an 'Information' action, preset to the related contact of the line.
Subsections
Next: List of actions for Up: Customer Relationship Manager (CRM) Previous: 'Information' actions