Editing an Action

  1. In an expanded objective, or in the Actions List view, click the pencil icon (Edit) for the relevant action.
  2. The Edit Action dialog opens. Make your changes.

    3. Tip: Activate the Focused View toggle to only view mandatory fields and a default selection of key fields. The Focused View toggle can be hidden by your Altify Administrator.

    Item Description
    Subject* Brief information summarizing the action
    Related To*

    The account row that the action relates to.

    The Advanced Search option allows you to view details of all the accounts in the account plan and select the appropriate account.
    Altify Objective*

    The objective the action is assigned to, if any.

    The '[Unassigned Actions]' option can be selected if you do not want the action to be associated with a particular objective.
    Assigned Contact

    The customer contact most relevant to this action.
    Due Date

    The due date for completion of the action.

    Tip: The action should be due after a short period (typically, two to eight weeks).
    Assigned To*

    The person tasked with completing the action. This can be any user in the org. Unlike the owner of an objective, the owner of an action does not have to be a member of the account plan's team.

    When the owner is set, an update is posted to the plan's Chatter feed. Or if the owner has no access to the plan Chatter feed, it is sent to their personal Chatter feed instead.
    Status* The current completion status of the action.
    Priority* The priority level of the action.
    Comments Any necessary additional information about the action.
  3. Click Save.