The second category in the System Setup Group is Actions. Actions are types of activities that are done on behalf of a Contact, Case, or Event, and they are assigned to journal entries.
To view an existing or to create a new action, click the Actions category. Following is an example of the Display Panel for the Actions category.
Adding a New Action
You can add different types of actions to apply to your legal matters.
Steps
To add a new action record:
Click the Actions category to activate the Actions Display and then click New.
The following screen appears.
Assign a type which determines the additional information you enter and exactly what is displayed on the Action Setup screen. For further details, see “Field Descriptions – Action types.”
Field Descriptions – Action types
The following table describes some of the actions you can add to your setup.
| Field | Description |
|---|---|
| Phone | Requires only a name – the Default Directory and Filters fields will not be displayed on the screen. |
| Requires only a name – the Default Directory and Filters fields will not be displayed on the screen; when a Journal is assigned an action of this type, the email dialog is invoked. | |
| Fax | Requires only a name – the Default Directory and Filters fields will not be displayed on the screen. |
| Document | Requires a name and allows for additional information (default directory and filters); when a Journal is assigned an Action of this type, the default word processor is launched. |
| File Association | Requires a name and allows for additional information (Default Directory and Filters); this Action type allows the User to associate any file with a Journal Item. For example, you can assign the file IMAGE.BMP to a Journal Entry using an Action Type set for File Association and when the Journal Item is viewed, the User has the option of viewing the file. If the User chooses to view the file, the program will use the Windows default file extension and launch the appropriate program with which to view the file. |
| Web URL | Requires only a name – the Default Directory and Filters fields will not be displayed on the screen; this Action Type allows the User to store a Web address with a Journal Item. When the Journal Item is later viewed, the User has the option to vew the Web URL originally saved with the Journal Item. If chosen, the default browser is launched and goes to the Web address specified. |
Editing or Deleting an Action
You can view, edit, or delete an existing Action in your setup. However, you cannot delete an action that has previously been assigned to a record in the system.
Steps – Viewing or Editing an Action
To view or edit an action:
- Either double-click the appropriate record, or single-click and then click Edit.
- Make any necessary changes, and then click OK. The program changes all existing occurrences of this action in the system.
Steps – Deleting an Action
To delete an action:
- Click on the appropriate record and then click Delete.
- Click Yes to delete the record or No to leave it.