All Actions

The following actions are available from the Home Center sidebar.

New
	Activity	Open the Activity/Suspense form so you can enter a new activity for a bank, broker, company, customer, employee or vendor. The activity cannot be deleted. More...
	Notes	Enter additional information about a customer, policy, or claim, or attach to a bank, broker, company, employee, or vendor center. You can also enter a personal Note that appears in the Home Center. Notes can also be Sticky, which causes them to appear on top of every application on the assigned user's workstation. More...
	Suspense	Open the Activity/Suspense form so you can enter a new follow-up reminder for a bank, broker, company, customer, employee or vendor. More...