Specify the Action Taken for a Property Item
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Select Search > Property Management > Property Items > Select the required option.
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Enter your search words in the field provided > Select Search.
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Open the property item.
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Select the Actions subtab.
Use either of these options to specify the action taken:
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Right-click in the Actions area > Select New.
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Select the New action
icon.
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Select the action taken in the drop-down provided.
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Specify who took the action in the Actioned By drop-down.
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Use the date and time fields to specify when the action was taken.
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Enter any comments about the action taken in the field provided.
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Select OK.
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Select Save.
You can also specify an action for a property item from a case.
To do this, open the required case > Select the Contents tab > Select the Property Items subtab > Right-click and select Filters.