Product: ActionOmatic
Description: This solution describes how to use ActionOmatic on a query
Environment: All
Version: All
Answer:
ActionOmatic can be run from the AppOmatic canvas using queries. To see work with many constituents easily, without opening each constituent record, use an individual, organization, or constituent query.
Description: This solution describes how to use ActionOmatic on a query
Environment: All
Version: All
Answer:
ActionOmatic can be run from the AppOmatic canvas using queries. To see work with many constituents easily, without opening each constituent record, use an individual, organization, or constituent query.
- Next to Query, click on the [..] box, and choose an individual, organization, or constituent query
- To move to the next constituent in the query, click the right and left arrows
- To open a constituent record, click the name
