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