You are here: netFORUM Pro Modules > Administration > Drop-Down List Setup > Setting Up the Action Taken Drop-Down List
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.
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:
- Navigate to the CRM Overview page.
- On the Overview page, click Setup.

- On the Customer Information page, select the Miscellaneous tab.
- On the Action Taken child form, click ADD. The Action Taken Information window displays.
- Enter an Action Code.
- Enter a Description.
- Click Save to add the code to the Action Taken drop-down list.
To edit an action taken:
- Click the edit button next to the list item you would like to edit.
- Make your changes and click Save.
To delete an action taken from the drop-down list:
- Click the delete button next to the list item you would like to delete.
- Click OK to confirm the deletion.