<< Click to Display Table of Contents >> Navigation:  »No topics above this level« Actions

Automatically translated from Dutch. Some wording may be inaccurate.

A Regelneef user can enter actions for themselves and/or others. When an action becomes due, it appears for the recipient in the New actions notification panel on the right. If you use the app, a new action also generates a notification on your phone.

 

From New actions, you can open an action and mark it as Completed. You can also remove it from the New actions panel using Dismiss. It is no longer shown as a new action but remains visible in the action list.

 

The action list (File → Action list) shows all outstanding actions and the records they concern, such as employees or clients. From this list, you can mark an action as Completed or open the corresponding record's details.