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Using Actions

What are Actions and how do I create a new one?
Actions are internal activities and tasks, actionable by an assigned User of your Consultation Manager system. Action Records can be related to other Re...
Wed, 13 May, 2020 at 7:54 AM
How to send and use Action Reminder Emails
To read about what What Actions are and how to create them, visit this article. Sending an Action email Following the creation of your new Action recor...
Wed, 13 May, 2020 at 8:02 AM
Search for Users with Outstanding Actions
Searching for Users with Outstanding Actions is simple and can be done in the Search area of your system. For more on Conducting a Basic Search, click h...
Wed, 13 May, 2020 at 8:10 AM
Send Action Reminders Automatically
Enterprise Administrators can enable automatic Action Reminders for their system. Note that this is an Enterprise setting and therefore applies the same sel...
Wed, 13 May, 2020 at 8:14 AM