Add Action Window

Notepad window or Mass Add window | Select an action in Communications Toolbox | Click Customize Item

or To Do List window | Click Add Action

This window allows you to add an action to the Notepad of an ID Number.

 

In both the Notepad window and the Mass Add window, the simplest way to add an action is simply to drag it from the Communication Toolbox to the Items panel.

Use the Add Action window when you want to edit the action before placing it in the Items panel.

 

To create an action, use the Action Detail – Add mode window.
To get there from the Actions window, click New Action.

 

If there are any Stops on the action, they are applied to the person's Notepad when you save. Actions with Stops are marked as Inactive.

Tabs

The General tab is where you enter typical details and notes.

Action

Action

Type

Module

Date Information

Start Date

Start Time

End Date

End Time

For dates and time, you can type in the fields or click the Start or End button to fill the fields with the current date and time.

To Do

ID Number

User ID

Options

Active

Completed / Date

Display on Web

This controls whether the action will display in CRM Candidate in JICS. There, it shows as “Our last contact with you” and “Your last contact with us.” This is the last Notepad action for the student that has the OUTBOUND or INBOUND action type respectively.

If you select or deselect Display On Web, when you save, a pop-up asks “Do you wish to update all items in Notepad utilizing this action?”

·       Click Yes to automatically update every action on every person’s Notepad with that new value for display on web.

·       Click No to have only new actions affected.

Letter/Email

Merge Document

Description/Notes

Link to File

Link

Others

Merge Document

Launch Link

Send Email

Customize

Print Notes Button

User Defined Tab

The User Defined tab contains a UDEF form (udef_action in NPForm.pbl) that allows you to customize it by clicking the Customize button.

You have three options with this form.

·       Use it as it is for all your actions.

·       Customize it and use it for all actions.

·       Create individual customized forms for specific actions.

How To

Edit an action and add it to someone's Notepad?

Customize a User-Defined Form?

Related Topics

Common Functionality for Data Entry Windows