How to set-up an Action to automatically remove specific entries from the clients ToDo list
Open the Action Library
1: Select Admin from the Menu.
2: Select Action Library from the drop down list - the Action Library window will open..
Select the Action
1: Select the Action for change.
2: Click Edit from the Menu - The Edit Action window will open.
Add a Delete Action
1: Click the Delete tab - the Delete Action window will poen.
2: Click New from the Menu - a new entry will be created.
3: Choose the Action, you wish to delete, from the To Do list from the drop-down list
Decide is this should affect all Client Claims
1: Select from the drop-down list whether the Delete should affect All Client Claims.
2: Click OK to Save the Changes and close the window.
Delete a Delete Action
1: Click the Action to be deleted.
2: Click Delete from the Menu to DELETE the Action.
3: If deleted in error, click Undelete from the Menu to ABORT the deletion.
4: Click OK to close the window.
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