Setting up Actions
Open the Action Library
1: Click Admin from the Menu.
2: Select Action Library from the drop down list - the Action Library window will open.
Create a New Action
1: Select the Group to put the Action into.
2: Click New Action - the New Action window will open.
General Details
1: Type a Description for the Action.
2: If required, type some text for the Default Action Details (This appears in the History).
3: Schedule to Client or Debt. (Scheduling to a Client will allow the Action to be run on all Debt at the same time.
--- Scheduling to a Debt will require the Debt to be selected before the Action is run).
4: Tick the Convert Lead to Client tick box if you wish to convert any Leads to Live Clients on the run of this Action.
5: Select where the Acton should be displayed.
Schedule further Actions
1: Select the Schedule tab - the Schedule window will open.
2: Click the New button - a pop-out screen will appear.
Choose the Scheduled Actions
1: Select the required Action from the drop-down list.
2: Enter the days the action should remain in the ToDo list untill it should be run.
3: Click OK to close the pop-out window.
Add Run Now items
1: Click the Run Now tab if other Actions should be run now at the same time.
2: Click New to add the Actions - a new line will be created for editing.
3: Select the required Action from the drop down list.
Add Documents to run
1: Click the Documents tab - the Documents window will open.
2: Click the New button - the Document To Run window will pop out.
3: Select the required Document from the drop down list.
4: Select whether the document should be applied to the client/debt/all debts. Un-tick the Safe option if you require documents of types that may contain invalid mergefields.
5: Select the Auto Print check box, alternatively untick for the Document will open in Microsoft Word upon running the Action.
6: Click OK to save and close the pop-out window.
Auto Assign Users
1: Click the Auto Assign User tab - the Auto Assign window will open.
2: Tick the User or Users that you wish the To Do actions to be assigned to.
--- Selecting more than 1 User will result in the To Do actions being distributed evenly between the selected users.
Display Users
1: Click the Display Users tab - the Display Users window will open.
2: Select the Users that you wish to be able to run this Action. If a User is not selected, they will not be able to see this Action.
--- However, if this Action is linked to another Action in the Run Now, the User does not need to see it for it to run.
Close the window
1: Click OK to Save the data and Close the window.
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