Product: ActionOmatic
Description: This solution describes how to see actions for several constituents at once
Environment: All
Version: All
Answer:
ActionOmatic can be run from the AppOmatic canvas using queries. To see actions for several constituents at once, use an action query.
Description: This solution describes how to see actions for several constituents at once
Environment: All
Version: All
Answer:
ActionOmatic can be run from the AppOmatic canvas using queries. To see actions for several constituents at once, use an action query.
- Next to Query, click on the [..] box, and choose an action query
- The constituent's name and ID will display on the left side of the grid
- To open the constituent's record, highlight the row, right click and choose Open Constituent