Action Codes

Action Codes are a set of instructions that initiate specified tasks in ACE. They are customizable and can be limited by permission roles to ensure appropriate access control. Examples of using action codes: Logging calls and contacts Printing...

To create a new action code, follow these steps: Navigate to Setup → Workflow → Action Codes → New . Create the label for your action code. Define the action code itself, following the naming standard of your existing codes whenever possib...