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  1. SupplierBase
  2. Module 5: Relationship
  3. Actions

Actions

  • How to create an action
  • Understanding key action data/fields
  • Create recurring actions
  • Action reminders
  • Upload files to an action
  • How to notify users about actions via email
  • How to view and edit an action
  • How to filter and search the actions list
  • How to manage actions
  • How to add quick actions
  • How to view changes to an action
  • How to search and export actions
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