Actions

The Actions form displays all or a selection of the actions created in Isah. An action is an activity to be performed by an employee. Examples of actions are making a call, sending out a mailing, holding a meeting, and creating an offer. An action can be linked to a message, such as resolving a reported failure.

As soon as you create an action, it will be added to the overview of actions to be performed. The employee responsible will be presented with a periodic overview of the actions to be performed in the Action reminders pop-up form.

All actions are visualized in an agenda. The calendar shows your own actions, or the actions of other employees.

Displaying a selection of actions

To display a selection of actions, you can click an icon, use the View menu, or use one of the presets or list functions:

• Use the 'My actions' setting to display the actions of all employees or only your own actions. The setting is available as the icon on the toolbar and as the Show actions option in the View menu. By default, this setting is selected, which means that you will only see the actions for which you are responsible. If you have the appropriate rights to the program code of this setting, and the setting is not selected, you can also view the actions of other users. The setting affects all default presets on the Actions form.
• The Actions form provides various presets allowing you to show specific actions on the form, including all of today's actions, next week's actions, and actions that should have been completed by now. If you select the 'My actions' setting, only your own actions will be displayed. Choosing the preset 'This week's actions', for instance, while this setting is selected, will display the actions you need to perform this week. Choosing the same preset while the setting is not selected will display this week's actions for all employees.
• The list functions allow you to make refined selections or to mark fields. For instance, you could mark all of your colleague's actions for next week if you need to take over his duties during his holidays.

Alerts

At various times, the Action reminder pop-up form shows the employee responsible the actions to be carried out. The Alerts tab shows when the actions are displayed and how you can mark actions as Read.

Linking messages to an action

All messages linked to the action, including the corresponding entities, are displayed in a pane at the bottom of the form. To link messages, follow these steps:

1. Select the action to which you want to link a message.
2. Click in the pane at the bottom of the form and select a message or create a message. The message has now been added to the pane containing linked messages.

Note: To see messages with linked entities together, such as the message together with the corresponding customer, sales order and employee, double-click the column title Line.