Add Action Window

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.

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

From the Notepad window:

1. Enter the appropriate ID Number.

2. In the Communications Toolbox, select an action.

3. Click Customize Item.

4. Enter details and click OK.
The action is added to the Items panel.

From the Mass Add window:

1. Use the default Query or choose another from the drop-down pick list.

2. Click Load to populate the list of people for the action.

3. In the Communication Toolbox, select an action.

4. Click Customize Item.
The Add Action window opens.

5. Enter details and click OK.
The action is added to the Notepads of the people listed.

From the To Do List window:

1. Click Add Action.

2. Enter or choose an ID number.
The Add Action window opens.

3. Enter details and click OK.
The action is added to the person's Notepad and to the To Do List.

1. Before you customize the form, determine whether you are using plain text (TXT) or rich text format (RTF).
Rich text format is available for notes and descriptions in Notepad-related windows. J1 Desktop is configured for TXT by default, but you can change to RTF in the Maintain Config Table window.
Configuring Rich Text Format (RTF) or TXT Format in Communication Management

2. Click the Customize button.
InfoMaker opens, and the default form for this window appears.
Make your customizations.

3. Save the new custom form.

· To save this customization for all actions, simply keep the current file name.

· To save this customization for a specific action, use the Save As function to add the action code to the file name. The formula is “udef_action_ACTIONCODE” where ACTIONCODE is the action code that you are editing on this window.

Action Code

Save As [for TXT format]

Save As [for RTF format]

ACA2

udef_item_add_action_aca2

udef_item_add_action_rtf_aca2

If you don’t create a custom form for an action, the default form appears.

If you save the custom form without adding the action code to file name, it will become the default.