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'Information' actions

'Information' actions, in opposition to the 'normal' actions as created above, just aim to feature some current status of the prospect, for instance whether s/he is not interested.

Such an action is created for instance also after a contact search, this time through the Image z_Add_info button ; data to input is similar as for a normal action, except that there is no 'To do/Done' menu :

Figure 7.63: Indicating an information upon a prospect's state.
Image CRM_INFO

Available information types are :

  • Interested ;
  • Not interested ;
  • Misc.


next up previous
Next: Looking for actions Up: Customer Relationship Manager (CRM) Previous: Editing actions : examples