The Actions Taken list identifies the actions that you may take, to deal with any kind of business situation.
NOTE-- The Actions Taken list may not be included in some versions of Goldenseal small business software.
When to Use Actions Taken
Use Actions Taken to group and classify anything you do as part of your lead tracking, customer relations and general business management.
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.
Entering Actions Taken
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. Click here for more about simple lists.
Transactions Using Actions Taken