Creating Action Groups

Open The Action Library

Open The Action Library

1: Click Admin in the menu.

2: Select Action Library from the drop-down menu - the Action Library will open.

Add a group

Add a group

1: Click New Group - the Action Type Group will open.

Set the Group's details

Set the Group's details

1: Click the Details tab - the Details window will open.

2: Type a name for this Group.

3: Select Debt as the Case Type from the drop-down list.

4: Tick if you require this Group to be expanded by default upon Action Library open.

5: Tick if this Group is to appear in the client window Action Library.

Select the Users who can see this Action Group

Select the Users who can see this Action Group

1: Click the Display Users tab - the Display Users window will open.

2: Tick the required Users' check-boxes if they are o have access to this Group.

3: Click OK to save and close the window.

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