Automatically translated from Dutch. Some wording may be inaccurate.
The action list (File → Action list) shows all outstanding actions.
The action date colour indicates whether it is in the future, due today or in the past.
Details, Contact and Action
Double-click a row or use Action to open action details. You can mark it as Completed / cancelled there.
If it is not a general action but is linked to a record, such as an employee contact, use Details or Contact to open the employee details or the relevant contact screen. For general actions, Details and Contact have no function.
You can also open the linked record with Details from an open action.
 | Complete directly with the G key Press G to mark the selected action as Completed in the database and refresh the list without opening another screen. |
| Show again in New actions with the N key If you work mainly from New actions, press N in the action list to make an action appear there again. This is only available for actions that are not completed. |
Selection
You can open the action list in different ways:
•From the menu or toolbar: the full action list
•From a record's details, such as an employee: the action list for that record
•Full action list:
oInitially shows the current user's outstanding actions. Use By recipient to filter actions for other users.
oDisable individual action types in the selection section if required.
•Action list for a record:
oInitially shows outstanding actions for that record from all users.
oUse By recipient to filter to your own or other users' actions.
•Clear Only pending actions to include completed actions.
•Select By creator to show only actions created by a particular user.
Report
Use Report to print an overview of the selected actions or save it as a file.