Titles in Action Plan Items

March 4, 2010 — Happybodyfood

Adding titles to Action Plan Items is now possible in the CC: and the BCC: fields. 

The challenge was to allow users to enter specific email addresses, or to have a droplist of possible titles such as ‘Office Mgr’, which would remove the possibility of having the specific email address.  We figured out how to do both! 

Now you can enter a specific email address, or use the handy button that displays the possible titles and adds your selection.  So, for example, you can send an emailed assignment to the ‘Assigned Agt’ in the TO: field and have a copy of the email go to the ‘Office Mgr’ in the CC: field.

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Action Plans for Multiple Records

October 30, 2009 — Happybodyfood

Autopilots can be created for a group of referrals.  If you receive a group of referrals and want to wait until they are all entered or imported to set up your autopilots, you can do this through an action plan.

  1.  Set up your action plan to include any autopilots you want to send out, or any ticklers you want for those records.
  2. Use the search feature to search out the group of records you want to add the action plan to.  You can search by date or date range, by referral type or any other common field that those records possess.
  3. Once the search is completed, click on the todo’s and go to your action plans.
  4. Pick the action plan that you want to use for those records that were searched and scroll down to the second “add now” button and click it.
  5. This will add that action plan that you have chosen to all of the records that were in the search group.

There are webinars given about twice a month about action plans and how to create them.  The list of webinars are located on the Main Menu.

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How do I create a ActionPlan?

April 6, 2009 — Happybodyfood

To add an action plan:

  1. From the Main Menu click the Utility Settings link, then click ActionPlans.  (You may also get to the ActionPlans from the ToDo page link in the Referrals List.)
  2. Click ADD NEW, and enter a description for the new ActionPlan you are creating.
  3. Select the new ActionPlan you just created, then click the Edit The Action Plan Items button.
  4. If you are about to enter the first ActionPlan item, the page will open to Add a new recordand you can begin entering the data in each field.  If there is at least one item already in the ActionPlan, click the ADD NEW  button to enter the additional ToDo items to be included in the action plan.  NOTE: See the ToDo Items page for instructions on how to complete each field.
  5. Click the ADD NEW RECORD button to save the record.  If additional items are to be added, repeat step 4.
  6. When completed, click theReturn to ActionPlans button to return to the ActionPlans list.
  7. Close the ActionPlans window.
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What is an ActionPlan?

April 6, 2009 — Happybodyfood

ActionPlans provide the ability to add multiple ToDo items quickly to the ToDo list.

For example: Let’s say that every time you add a new referral, you always create 3 ToDo items:

1) a Referral Confirmation to the Contact

2) an Incoming Info Sheet to the Assigned Agt and

3) you set up an AutoUpdate form to repeat every 30 days to the agent. 

 ActionPlans would allow you to create an Action Plan (a series of To Do’s) that you would call “New Referral”, for example.  Then, when you create a new referral, you would click on the To Do link, then click a button labeled ACTIONPLANS, select the “New Referral”, then click the SUBMIT button and those 3 items get added to the ToDo list.

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Can I apply an ActionPlan to more than one record at once?

April 6, 2009 — Happybodyfood

Absolutely!  First make sure you have created the ActionPlan you want to use.  Then follow these easy steps:

  1. On the Main Referral Page Press the blue SEARCH button at the top of the page
  2. Locate the records you are wanting to add the ActionPlan to
  3. When the referrals are displayed click on the ToDo link on the left-hand side of the page
  4. Click the View The ActionPlans box
  5. Next select your ActionPlan
  6. At the bottom of the page click the 2nd box that reads

                                        Add this 1 Action Plan Item to the ‘To Do List’ for ALL XXX Referrals  based on this Search Filter

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