Create Actions You can create actions against contacts, projects, enquiries, organizations, and documents. Related Topics:Create an Action for a Record You can create an action against many types of records in PIM, including contacts, projects, enquiries, organizations, and opportunities. You define the action properties, and then select who to assign it to. Create an Action for a Document in Smart View You can create an action against the current version of a document. For example, you can create an action for a document to be reviewed at a set date, or to arrange a follow-up call after you send a document to a contact via email. Create an Action for a Document in Classic View You can create an action against the current version of a document. For example, you can create an action for a document to be reviewed at a set date, or to arrange a follow-up call after you send a document to a contact via email. Parent Topic: How To... HomeDeltek PIM HelpActionsHow To...Create Actions
Create Actions You can create actions against contacts, projects, enquiries, organizations, and documents. Related Topics:Create an Action for a Record You can create an action against many types of records in PIM, including contacts, projects, enquiries, organizations, and opportunities. You define the action properties, and then select who to assign it to. Create an Action for a Document in Smart View You can create an action against the current version of a document. For example, you can create an action for a document to be reviewed at a set date, or to arrange a follow-up call after you send a document to a contact via email. Create an Action for a Document in Classic View You can create an action against the current version of a document. For example, you can create an action for a document to be reviewed at a set date, or to arrange a follow-up call after you send a document to a contact via email. Parent Topic: How To... HomeDeltek PIM HelpActionsHow To...Create Actions