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Action Items Plugin

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The Action Items Plugin provides salespeople the ability to notify merchandisers, service techs, or delivery drivers when certain tasks need to be completed at the customer site.

Feature Information

  • Functional Area: Sales Support
  • Roles Impacted: Salespeople, Delivery Drivers, Merchandisers, Service Techs
  • Platform: eoStar Backed, eoTouch, eoTablet
  • Plugin: Action Items Plugin

Permissions

Access Records

Records > Employee > Records > Access Records Panel:

  • Action Item Types

Plugins Panel

Records > Employee > Records > Plugins Panel:

  • May assign/push-off/complete/void action items
  • May create/edit action items
  • May see action items from the action item types record panel
  • May see action items from the customer record panel
  • May see action items from the employee record panel

Setup

Action Item Types

At least one Action Item Type must be created.

Action Item Schedules

An Action Item can be setup as a recurring task using Action Item Schedules.

Operation

eoStar Backend

Action Items can be viewed, assigned, and flagged as complete in the Action Item Request Center.

Mobile Devices

Entering New Action Items

Completing Action Items