How to set-up an Action to automatically remove all Actions from the client ToDo list

Open the Action Library

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

Select the Action

1: Select the Action for change.

2: Click Edit from the Menu - The Edit Action window will open.

Change the Setting

Change the Setting

1: Click the General tab.

2: Tick the; Delete Outstanding Non Bullet Proof Actions check box - when the Action runs it will remove all Non Bullet proof ToDos

        OR   Delete Outstanding Bullet Proof Actions check box - when the Action runs it will remove all Bullet proof ToDos

3: Select from the drop-down list whether only the debt from which the Action is run , or all ToDos should be cleared.

4: Click OK to save and close the window.

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