Search Tips
Overview
Action items are a management tool that enable users to schedule and coordinate actions, like phone calls, delivery dates, and meetings, against organizations, opportunities, or contacts.
Search
To search for an organization, use the Search icon within the header to keyword search across the Action Item records.
Filter
Filter records created by the user or that has the user assigned in the Contact field.
The action type can be filtered by public, private, and shared action items.
Sort
Tap the Action Date field to sort organization by action date, or name. Press the arrow next to the sort option to sort in ascending or descending order.
Add
The Plus icon will add a new record when tapped.
Delete
To delete a record, select and hold the record, and the Delete pop-up window will appear. Tap the "Delete" option to confirm deletion.
Edit Action Item
Action item records can be edited by selecting them from the list view.
Create Action Item
Title
Enter the action item’s title.
Action
Enter the task associated to the action, e.g. phone call, meeting, etc.
Date
Enter the action’s start time, or time it must be completed.
Type
Enter/select the visibility of the action item. Options are “Shared”, “Private”, or “Public”.
Status
Enter/select the status of the action item being defined.
Description
Enter a description of the action to be performed.
Organization
Opportunity Related: The organization offering the opportunity, for which the action is to be taken. The chosen value determines what values are available in the Opportunity field.
Other: The organization for which an action is to be taken, e.g. The vendor for which a call must be made.
Contact
Enter/select the contact affiliated with the organization chosen in the Organization field. The value chosen in the Organization field determines what values are available here.
Opportunity
Enter/select an opportunity offered by the organization chosen in the Organization field. The value chosen by the Organization field determines what values are available here.
Check – Icon
Tap the Check icon to save the record.
Back Arrow
Use to return to the previous page.