This form displays the Messages and actions registered for a particular customer in Isah, showing information such as the descriptions and status of these actions. The left-hand column only displays the years and months for which messages or actions exist. Select a month to view the messages and/or actions for that month.
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Use this toolbar option to display all actions or only non-completed actions. |
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Click this icon to add a message. You can add one or more actions to a message. |
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Add an action to a new message. |
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After you have saved the message and any associated actions by clicking this icon, you will be returned to the Messages and actions form. |
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This shows the date and description of the action as they appear in Isah. |
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This shows the date, time and description of the message. |
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Click this icon to change a message or action. You can only change your own messages and actions. |
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Finalize an action by placing a check mark next to it. Whether the action is then removed from the list depends on the setting on the toolbar (show 'All actions' or only 'Non-completed actions'). |
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Retrieve the documents for this customer. |
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