Complete Actions

As an action administrator, you can mark outstanding actions as completed, which is useful for ensuring that all tasks are accounted for. This is especially helpful if a user has completed many actions but has not had the time to mark them as complete.

To complete actions:

  1. Go to the Administration Zone and enter Manage Actions in the Search Admin Zone field.
  2. Click the Manage Actions link that displays.
  3. On the Manage Actions screen, click to display all outstanding actions.
    If you receive a large number of results, use the filters to narrow down the results to the ones you are interested in. For example, you can filter by entity record or the contact that actions have been passed to.
  4. Select the check box of each action that you want to manage.
  5. Click Mark Complete.
  6. On the Complete Selected Actions dialog box, enter some completion notes.
  7. Click Apply.