How to Use ActionOmatic on a Query of Constituents

Solution ID: 383332
Product: ActionOmatic
Published: 06/23/14
Description: This solution describes how to use ActionOmatic on a query
Environment: All
Version: All

Answer:

ActionOmatic can be run from the AppOmatic canvas using queries. To see work with many constituents easily, without opening each constituent record, use an individual, organization, or constituent query.

1. Next to Query, click on the [..] box, and choose an individual, organization, or constituent query
2. To move to the next constituent in the query, click the right and left arrows



3. To open a constituent record, click the name


Feedback and Knowledge Base