LogiDebt - Full User Manual
-
Actions
- Actions - The Basics
- How to enable/disable ToDo reminder pop-ups
- Creating Action Groups
- Creating Actions
- How to Grant/Block users from running certain Actions from the Action Library
- How to set-up an Action to prompt for follow-up Actions
- Setting an Action to Schedule other Actions to the ToDo list
- Setting an Action to be followed immediately by other Actions
- Setting-up an Action to print Documents from a template
- How to configure an Action to create PDF documents
- How to set-up an Action to automatically remove specific entries from the clients ToDo list
- How to set-up an Action to automatically remove all Actions from the client ToDo list
- How to Create an Action that Converts a Lead to a Live Client
- How to Run A Script with an Action
- How to Auto Assign a User to an Action
- How to use the Ready to Deploy Flag
- How to manually run an Action
- How to manually schedule an Action
- How to run an Action and simultaneously clear the ToDo list
- How to enable certain Actions to run from the ToDo list on a daily basis
- Set an Action to Change Client Statuses and Client Status Details
- How to Run all Actions to run from the ToDo list now