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Action Item: Name of the Action Item
Un-check "In Use" to deactivate an AI
All Users Can Submit This Action Item: If this is not checked then the Sales Rep on the Project cannot submit this AI (typically this will be checked on ALL AI's)
Alert Salesperson(s) When Completed: When the AI is completed or rejected you can tell it to alert the sales rep (also typically checked off on ALL AI's)
Opens This Window: You can tell e-manage what Module or window you want it to open when an AI is opened
On Check-Out Changes Project to this Status: When the receiving user opens an AI or "checks out" the AI you can assign the status you want it to change to
To add / remove / modify the Project Status list open the Administrator > Tools > Corporate Division Configuration > Drop Down List Setup > Project Statuses
On Completion Changes Project to this Status: When the receiving user completes the AI you can assign the status you want it to change to
To add / remove / modify the Project Status list open the Administrator > Tools > Corporate Division Configuration > Drop Down List Setup > Project Statuses
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