Add an action
You can add an action from the pull-down Menu of the third party area.
You shall add a document to the action (generaly in order to justify or complete the comment of the action)
You shall also assign the action to a user contact.
There are four mandatory steps to follow to add an action:
- Choose the date of treatment (so the action shall appear in the agenda at the wanted date)
- Select the family action
- Select the type of action
- Add a short comment