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How can I stop action plans from popping up on a contact or property?

Start or stop and Action Plan

Updated over a year ago

When on a property and the Action Plan pop-up appears if you want to start all of the items just click the start button.

If you want to start only some of the items click on the large circle next to the item. This will uncheck this item and when you hit start only the selected items will run.

If you don't want to do any of the items then just uncheck all the items and click start. None of the items will be triggered to run.

There are certain settings that control who can do what with Action Plans so you may need to check with your system admin if you can't perform these steps.

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