WINSALES Support Document - sup235
Select Multiple Action Plans In Wizards
Customers working with databases that employ the use of “wizards” through the
WINSALES TRIGGER LANGUAGE to prompt for a “Next Step” selection when entering a
contact of activity have “Action Plan” as a choice. With that selection of
“Action Plan” the wizard displays a list of Action Plans that the user can
select one and click NEXT and the Action Plan is initiated.
With newly developed triggers modifying the display and selection of Action Plans
in the wizard Silent Partner can offer customers the ability to select multiple
Action Plans in a Next Step wizard and when the user clicks NEXT the contact is
initiated on all of the selected Action Plans.
Click the image for larger view
This makes for more efficient user
interaction as users will no longer need to go back to the CONTACT window to
initiate manually additional Action Plans.
Contact Silent Partner for a proposal to modify your database wizards to support
selecting multiple Action Plans!
See SUP203 for more
information about selecting multiple Action Plans from wizards.