thankQ Help

This will create an Action just for the contact you are on. Once you have created the Action under the Associated Info tab you can right click and add anyone else to this Action.

1.Click in the Bequest Actions tab.

2.Click on the + to create a New Action.

3.Enter the information into Action, Click OK and then close the form.

The Action can now be viewed under the Bequest/Legacy tab for the contact. Use the magnifying glass icon to open an action and then to modify it. See the Action Manager Module for advice on how to manage Actions.