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Former Member
Apr 28, 2008 at 11:52 AM

How are Actions Scheduled by System?

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Hi CRM Gurus,

We have existing CRM contracts and have added a new Action to the existing Action profile for the contracts.

My issue is how to make this Action scheduled for execution by PPF? It seems the action is only scheduled when the contract is opened in Changed mode. The Action is then scheduled and can be seen/executed by PPF. However, we have few hundred thousand contracts and it would be very painful to change these many contracts just to schedule the action.

Any suggestions? Is there is report we can run which would schedule the action in the contracts?

Thanks in advance,

Nick