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Setting Up the Action Taken Drop-Down List

Use the Action Taken child-form to provide responses that were performed by the staff assigned to a request.

Contact Request Overview

You can add , edit , or delete drop-down list items from the Action Taken list on the Miscellaneous tab in CRM Setup.

To add an Action Taken to the drop-down list:

  1. Navigate to the CRM Overview page.
  2. On the Overview page, click Setup.
  1. On the Customer Information page, select the Miscellaneous tab.
  2. On the Action Taken child form, click ADD. The Action Taken Information window displays.
  3. Enter an Action Code.
  4. Enter a Description.
  5. Click Save to add the code to the Action Taken drop-down list.

To edit an action taken:

  1. Click the edit button next to the list item you would like to edit.
  2. Make your changes and click Save.

To delete an action taken from the drop-down list:

  1. Click the delete button next to the list item you would like to delete.
  2. Click OK to confirm the deletion.