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2.01.22 Action

The Action form administers all actions concerning the contact person of the contact. An action can be date-stamped and commented on from the employee/consultant. An action can also be marked if it has been completed. These actions can be displayed in Contact Chart.

Tip: For more on this subject see chapter 3.11.04 The Contact System.

The form consists of the following elements:

On the “Master data” tab:

Action: The numeric field Action specifies Action distinctly.

Customer, Contact Person: The alphanumeric field contact person specifies the contact person and the firm of the contact person.

Project Description: This field specifies the project corresponding to the action.

Due On: The numeric field Date specifies the date of the action. The current date from the system is used as the default.

Action Type: In the field Action Type the in Collections defined sales and marketing activities and actions or project actions of a business contact can be defined.

Priority: This field specifies the significance of the action; for example to regulate/control the resubmission (actions, which are not yet completed).

Arranger: An action can be assigned to the responsible employee. The agents/consultants are administered in the Employees form.

Note: Comments concerning actions can be entered in this field.

Completed: The action can be marked as processed/completed with this check box. Non-completed actions can always be displayed, if needed, in the contact overview.

On the “Misc” tab:

Creator(Employee, Definition Date and Offer): This field specifies the author of the action and the set-up date for the action.