Action Groups

Action groups assemble sets of related operations on a page.

For example, in a constituent record, the Tasks action group houses actions related to a constituent, such as Add payment. The More information action group provides links to other areas of the program in which information is recorded about this record. The Reports action group includes links to related reports.

Note: The View as actions are conditional, based on information about the constituent that exists in other areas of the program.

For information about how to add action groups, see Edit Action Properties.