Action Detail Sub-Tabs
The sub-tabs that are located at the bottom of the Action Detail Screen provides additional space for the user to store and view client’s information.
These sub-tabs are:
- Main: Where you can capture data whether action is required or not.
- Documents: Where you can link unlimited files to an Action.
- Emails: More than one email can be stored to a single Action.
- Expenses: Tracks expenses that are related to a single Action.
- Goals: Enables you to quickly attach an Action to the client’s goals through the Financial Planning: Goals Tab.
- Opportunities: Used to record money opportunities.
- Custom Fields: Used for any custom fields necessary for operations.
- Action Sequence: Outlines the position of the current Action in the sequence.
- Associates: Shows all associates related to the contact record.
- Accounts: Allows you to tag an Action to an Account.
- Insurance: Allows you to tag an Action to an Insurance policy.
To save checking every tab on every action, tabs with data will automatically be marked with a green checkmark.
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