Add Actions to a Record

For some records, such as vendors, clients, and assets, you can track and manage efforts under Actions.

For example, create a follow-up phone call or email for a client and assign the task. When finished, the action can be marked as complete with a date. All actions (active or complete) are listed on the record so you can quickly check the communication and close any gaps.

After you add an action, you can edit, delete, or mark it complete from the action's menu.

1. From a record such as a vendor, client, or asset, under Actions, select Add.

2. Specify the action's type, such as followup or record update.

   Tip: If the type you need doesn't exist, add it from Settings, Fields and tables. For details, review how to manage tables.

3. Select a date, status, and enter helpful comments or details.

4. Add custom fields to help filter records when you search.

5. To note who's completing the action, search for and select a user.

6. When the action is complete, select Completed on, and enter a date.

7. Select Save.