Action types are used to organize actions, such as 'Call', 'Send mailing', 'Create offer', or 'Hold meeting'.

Use this field to enter the employee responsible for the performance of the action. As soon as you have created the action, it will be displayed in the list of actions to be performed. This list will be presented to the employee responsible in a pop-up window.

Note: The selected employee can receive an action reminder only if it is linked to a user. This means that on the Users form, the Employee field must be filled in.

Use the fields to specify when the planned action must actually be completed.

Indicate for the plan type whether the action must be completed 'Before', 'On' or 'After' a particular date and time.

• For the plan types 'Before' and 'On', the date/time is the end date/time, and the date/time minus the lead time is the start date/time.
• For the plan type 'After', the date/time is the start date/time, and the date/time plus the lead time is the end date/time.

If you have entered the plan type, date/time and lead time, the start date/time and end date/time will be filled in automatically, allowing you to see when an action should start and finish.

Specify the time normally required to perform the action.

If you have entered the plan type, date/time and lead time, the start date/time and end date/time will be filled in automatically, allowing you to see when an action should start and finish.

To ensure an action is performed, you can monitor the progress of each action. The Status field allows you to enter the stage the action is in, for example 'Not started' or 'In progress'. The action status controls whether the action is considered as an action to be performed. Once you have completed the action, register the completion by assigning the status 'Complete' to the action.

The reminder indicates when the employee responsible is to receive an alert saying that he must perform the action. This alert is displayed in a pop-up screen listing detected actions.

If, for example, a user's reminder time is set to five minutes, the employee responsible will be presented with a list of reminder actions five minutes before the start time of the action.