The Action menu administers all actions concerning the contact person of the contact. An action can be datestamped and commented on from the agent/consultant. An action can also be marked if it has been completed. These actions can be analysed/charted in Contact Chart.

Tip: For more on this subject see chapter 4.1.04 Contact System4.1.04 Das Kontaktsystem.

The menu consists of the following elements:

• Action: The numeric field Action specifies Action distinctly.
• Firm Name, 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.
• Date Due: 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 (Wiedervorlage) (actions, which are not yet completed).
• Agent/Consultant: An action can be assigned to the agent/consultant responsible. The agents/consultants are administered in the Employees menu.
• Comments: 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. Unerledigte Aktionen können so im Rahmen der Kontaktübersicht auf Wunsch immer mit angezeigt werden.
• Erzeuger(Employee, Set-up Date): This field specifies the person who enters the action and the set-up date for the action. Diese Felder kennzeichnet den Erfasser und das Anlagedatum der Aktion.