How to manually run an Action
An Action can be run from the Action Library or from the ToDo list if an Action had been scheduled there
Running an Action from the Client Action Library
Open the Search window
1: Click Search from the menu - the Search window will open.
Open the Client window
1: Enter some Search Criteria
OR press Enter to display all clients.
2: Double click on the required client - the Client's window will open.
Run the Action
1: Click the Debts tab - the Debts window will open.
2: Click the Action Library - the Action Library will open.
3: Select the required Action from the list.
4: Click Run Now - the Action will run and may show in the History window.
Running an Action from the Client ToDo list
Open the Search window
1: Click Search from the menu - the Search window will open.
Open the Client window
1: Enter some Search Criteria
OR press Enter to display all clients.
2: Double click on the required client - the Client's window will open.
Run the Action
1: Click the Debts tab - the debts window will open.
2: Click the ToDo tab - the ToDo list will open.
3: Select the required Action.
4: Click Run Action - the Action will now appear in the History list.
0 Comments
Add your comment