thankQ Help

Under the Action Manager Module, depending on access rights assigned, there may be other features such as Date Fired Actions where actions can be setup and assigned to a user or users so when a certain situation eventuates for example, the first time a contact donates, an action can be sent to a user to phone and thank them.

The Action Manager is used to manage user tasks and responsibilities. In the Action Manager you can create a to-do list, with information on the task to be completed, its status, priority and due-date.

The user will receive a reminder when the task nears its due-date.

Creating Actions directly from the Action Manager Module does not automatically associate to a record in thankQ eg the Contact Form, Communications, Events, etc.

By using the Action Manager you can also assign tasks to other users or groups on the system.