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Action Log

This is the list of actions that are linked to a prospect or customer. The company, contact and opportunity record can be viewed for the selected entry using the buttons below the action list. The email button opens up a email form to send an email to the selected client.

Send To sends the information in the action list to a printer or excel file. Please note Send To works off of what is shown in the list. If the list is not filtered all records will go to the printer or excel. This can take a long time to transfer. It is best to filter the list before sending it.

The orders and contracts button shows related records.