Actions Dashpart
The Actions dashpart displays all outstanding actions that are assigned to you to complete, and actions that you have created and assigned to other users.
To filter the actions by date, enter a date in the From and To fields, and then click .
The following options are available in this dashpart:
To do this | Click this |
---|---|
View the details of an action. | |
Export the current list of actions to Excel. | |
View the record linked to an action | The record name in the Action Entered Against column |
View the record of the contact that an action has been passed to | The contact name in the Passed To column |
Parent Topic: Dashpart Descriptions