There are several different things that can prevent you from seeing an Action Item request that you believe you should have received. We will walk through the different areas of the program that could affect your “Actions to Perform” grid or tab.
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Ensure you do not have a filter on a column hiding certain items from your saved view. You can check for the filter icon to be shown filled in (example below). Click on the filter icon and select “All” to show everything in the grid. See here for additional details on Saved Grid Layouts.
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If none of the above fix the issue and you still feel like you should be receiving a particular Action Item, the remaining solutions would need to be troubleshooted by your Administrator (someone who has access to the e-manageONE Administrator Application). Below are some suggestions of where the problem may be.
Incorrect Group Assigned to Project Action Item
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In the Administrator Application, select Tools > User Group Configuration. Select the applicable Group from the “Group Name” drop down menu and add any necessary users or remove as needed.
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User Not Setup to “Perform Actions For” Salesperson
In the Administrator Application, select the User from the Active User drop down > Open (or Enter on keyboard) > Ensure the user can Perform Actions For the applicable Salesperson. See here for additional information on this section of the Admin.
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See here for additional information on Project Action Items. If these Troubleshooting tips do not resolve your issue please call into Support at (949) 288-3956.