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)
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?
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