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To-Do Actions

Updated

Overview

When creating to-dos, you can define the type of action required, such as a call, email, or meeting. To-Do Actions apply to both general to-dos and CRM to-dos, so you can use the same set of categories everywhere in CORE. Click to watch this video on creating CRM lists in CORE.

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Field Descriptions

How To

Add Follow-Up Types

View Reports

Export Follow-Up Types

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
CRM > To-Do Actions >
To-Do Action The type of action required for a to-do, say a call, email, or meeting. Available for both general to-dos and CRM to-dos.
Active Indicates whether a To-Do Action is active and available for selection on a to-do. |

Add To-Do Actions

To add a follow-up type, watch this video or follow these steps:

  1. Open the To-Do Actions screen from the side menu > Settings > Display & Settings.


     
  2. In the list view, enter the required information in the top row of the grid. Check Field Descriptions above for details.

    • To-Do Action

    • Active

  3. Click Save. The new to-do action is displayed in the grid.

View Reports

To view a report, watch this video or follow these steps:

  1. Open the To-Do Actions screen from the side menu > Settings > Display & Settings.

    FollowUpTypes2.png
     
  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in CORE.

Export Follow-Up Types

In CORE, you can export the follow-up types to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export follow-up type records to a .CSV file, watch this video or follow these steps:

  1. Open the To-Do Actions screen from the side menu > Settings > Display & Settings.

    FollowUpTypes3.png
     
  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the To-Do Actions screen from the side menu > Settings > Display & Settings.

    Follow Up Types - Mark as fav.png
     
  2. Click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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