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.