. Select
the appropriate Completion Code to inform
CollectMax that you have completed the selected action item and click
.When you have finished working an account,
highlight the action item you have finished working and click . Select
the appropriate Completion Code to inform
CollectMax that you have completed the selected action item and click
.
From the Summary Screen of CollectMax,
you may right click on an Action Item and Complete it.
The action will be completed with the Default Completion Code. If there is no Default Completion Code attached to the Action, then a CM will be used.
This is a Version 5 Feature. For information on obtaining this or another feature, please contact the Sales Department.