SECTIONSAction Fields
Here is a description of the standard fields that make up an action record.
Key: * – Mandatory field
| Field | Description | |
|---|---|---|
| Account | The account related to action. | |
| Action Description | The description of the action. | |
| Action Name | * | The name of the action. |
| Action Owner | The resource assigned as the action owner. | |
| Comments | Any additional comments related to action. | |
| Completed | Determines when the action was completed. | |
| Completed Date | The date on which the action was completed. | |
| Date Raised | The date on which the action was created. | |
| Milestone | The milestone related to action. | |
| Opportunity | The opportunity related to action. | |
| Project | The project related to action. | |
| Project Task | The project task related to action. | |
| Status | The status of action where options include Not Started, In Progress, and Completed. |