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Actions Taken |
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ACTIONS TAKEN BASICS RELATED TOPICS Use Actions Taken to group and classify your records of business activities. You can include any type of action that makes sense for your business. For example, a gargoyle salesman might include the following actions:
HINT-- You can also use the Comments field to give a more complete description of actions taken in a business record. The Actions taken field is just a simple way to group actions in a way that is easy to find later. To enter Actions Taken, follow these steps:
If you are entering a record that has an Action Taken field, you can also click on the popup button next to the clairvoyant field, and choose Edit Actions Taken from the bottom of the menu. NOTE-- The Actions Taken list is a simple list of text. For more about simple lists, click here. Main Page | Accounts | Lists | Transactions | Menus | Index | Website | User Page |