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ActionItems

In the contact, creditor and vendor card and list these ActionItems are available:

ActionItemsDescription
Start SkyMinder RequestStarts a SkyMinder query. If no assignment has been made yet, a search is started beforehand.
Credit ReportsOpens a list of reports about this business partner.
TodoOpens a list of Todo of this business partner where the status is open or in progress.

In the opportunity, sales quote and sales order card and list some of these ActionItems are available:

ActionItemsDescriptionSales quoteSales orderOpportunity
ContactOpens the respective contact card. If the contact is a company a list with all contacts belonging to the company will be shown. If the contact is a person the exact contact card will be shown.not availableavailableavailable
CustomerOpens the respective customer card.not availablenot availableavailable
VendorOpens the respective vendor card.not availablenot availableavailable
Last ReportOpens the last report of the respective business partner.availableavailableavailable
Business PartnerOpens the business partner list.availableavailableavailable