Database Configure – Action Items Panel

The Action Items panel contains the settings for printing action items and how they interact with inside sales. It is located at File > Database Administration > Configure > Action Items Panel.

Action Item Settings

  • Check Access action items popup from inside sales order entry to allow salespeople to enter action items from the Inside Sales screen.
  • Check Auto-complete when printing to automatically mark the action item as complete when it is printed from the Actionable tab of the Action Item Request Center.
  • Select the Report to use for printing action items.
    • Only DX Layouts using the Action Items source are available to select.
Updated on May 14, 2019

Was this article helpful?

Related Articles