What are actions?

Actions are notes placed on against your products. The actions menu (under system settings), allows you to add an action note type. These can be used so that you can determine the difference between one note and another for example 'Mortgage Note', 'Email Received',' Introducer Notes' etc. 

How to add a new action note type

To add a new type click the New Action button and then fill in the Sequence Number  and Description (name). The sequence number merely determines the order of the actions types in the list. 

Once your done click the Save Action button to confirm your selections.