Rename Action Sets Option

We’ve introduced the ability to change the name Action Set. You can now call that function whatever you would like (although we are limited by space).

We will still call them Action Sets in AllClients so that term may show up in some of video tutorials.

We will be making versions of the specific Action Set videos that include the name as Workflows and one with the name as Follow Up Plans. If you’d like to use one of those options, we will provide the modified videos.

Let us know if you would like to make a change and we will roll it out in the next update.

Updates to Action Sets

We’ve made a few enhancements to the Action Set process.

New Tab on Contact Record – Action Sets

We added a new tab to each contact record called Action Sets. This tab will track Active and Completed Action Sets for that contact. You can use the Customize the Contact Card feature to move this tab around in the list.

ActionSetTab

New Look in Creating Action Sets

We’ve made some modifications to creating Action Sets too. We’ve modified the look and added Color to the steps. We also added a new Compress View option to allow you to view more steps without scrolling.

ActionSetNewLook