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Editing actions : examples
Blue Chameleon's Customer Relationship Manager ensures a great flexibility when it comes to actions. For instance, the following deeds are rendered possible :
- if an action has been achieved without having been even created in the first place, it is still possible to create it. The creation process will remain the same, and the corresponding date (in the past) and time will be chosen. Also, it is possible to record an action that has been done in the past by just setting the right date and time ;
- postpone the due date and/or time of an action, even on the very day the action was due to happen, or after ;
- advance its due date and/or time, even, for example, schedule a future action on the current day ;
- update its commentary : for instance, after an appointment or a call has been made with a contact, write down the results of the meeting.
The editing of an action is most conveniently done from the page where actions can be searched and displayed (i.e. CRM's Main Page), as detailed next.
Next: 'Information' actions Up: Managing past and future Previous: The Action calendar :