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.
This window allows you to edit the details of actions that have been added to the Notepad for an ID Number.
The General tab is where you enter typical details and notes.
Action
Date Information
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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
Options
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.
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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
Link to File
Others
Customize
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.
Print
Notes Button
