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:
-
Navigate to the record that you want to view actions for.
-
Click the Actions tab.
If the Actions tab is not visible in the header band, click
more to display additional menu items.
By default, only outstanding actions for the record are displayed. You can filter the list of actions using one or more of the following filter options. After you select any filter options, click
Search to update the results.
| Field | Description |
|---|
| Follow Up
|
Select the person that is assigned to an action to filter the list by.
|
| Priority
|
Select the action priority that you want to filter the list by.
|
| Status
|
Select the status of actions that you want to filter the list by. The available options include completed, outstanding, overdue, due in 7 days, or due in 30 days.
|
| Type
|
Select the type of action that you want to filter the list by.
|
| Organization
|
Select an organization to filter the list of actions by.
|