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====== 2.01.21 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 [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]].

{{:en:handbuch:kapitel_2:action1.png|}}

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 arrangers are administered in [[en:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter|Employee]]. 
  * **Note:** Comments concerning actions can be entered in this field. 
  * **Completed:** With this check box the action can be marked as processed/completed . Non-completed actions can be displayed if needed in [[en:handbuch:kapitel_2:2.5.05_kontaktauswertung|Contact Chart]]. 

{{:en:handbuch:kapitel_2:action2.png|}}

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.