Define Actions

The Actions field appears on the Properties screen and defines any action included in the section or tab.

For example, in the program Add, Edit, and Delete are actions available on the Financial Accounts tab of a constituent record. If you open the Financial Accounts tab properties screen, you can access the actions’ properties, by clicking the ellipsis at the end for the Actions field.

Note: For information about actions, see Actions.

You can also define actions by clicking the Edit Actions button that appears at the top of a section or tab when the program is in Design Mode. For more information about Edit Actions, see Edit Action Properties.