You can view all actions linked to a record via the Actions tab on a record. Actions can be linked to organizations, contacts, projects, and enquiries.
To view actions associated with a record:
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Navigate to the record that you want to view actions for.
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Click the Actions tab.
If the Actions tab is not visible on the header band, click
more to display additional menu items.
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If required, select one or more filters to apply to the list of actions from the following options:
| Field | Description |
|---|
| Follow Up
|
Select a contact that is assigned to an action.
|
| Priority
|
Select the action priority.
|
| Status
|
Select the status of actions. By default, outstanding actions are displayed, but you can choose to display actions that are completed, overdue, due in 7 days, or due in 30 days.
|
| Type
|
Select the type of action.
|
| Organization
|
Select an organization.
|
After you select one or more filter options, click
Search to update the results.