Pending Actions Report: Contact Record
In a contact record, the Pending Action Report allows you to see all the Pending Actions with Action required for a single contact.
To access the Pending Actions:
- Go to a client’s record and go to the Contact Header bar.
- In the header bar, click on the Pending icon at the top right of the header bar.
The Pending Actions For Client window opens. This shows all pending Actions for the contact record. Click on the Print Report button to print the report.
Here is an example of what the report may look like:
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