Adding templates to Actions

Setup: Action Activities

This allows an Admin User to add Action ACTIVITIES to Actions.

When choosing a Task, you now have the option to choose a Next Activity (which you can template) in Settings. The benefit of this is that you can add more detail to a Task and offer more ways to use Action List.

Actions are able to host a "Next Activity" from a company-wide, user-specified list (under Settings) 

Start here:



This screen opens





Clicking on New allows you to add a formatted message. For example "Left a Message"
Decide if this new Action is for one or both (Debtor/Creditor) and tick accordingly.

Add as many actions as you need, Save changes and these actions will now be availble under the Action List.
 

Need more information?

Send an email to Support@Plus.Live





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