Required actions
This widget behaves differently depending on the workspace it is in. Here are the
differences:
- Customer Service Representative: This widget displays required actions here based on the section of the widget that you clicked. The required action might be attached to past due orders, orders at risk, customer follow ups, or expiring estimates.
- Buyer: This widget displays required actions here based on the section of the widget that you clicked. The required action might be attached to POs needing attention, Requisitions needing attention, Vendor follow ups, or POs missing information.
- Warehouse Manager: This widget displays required actions here based on the section of the widget that you clicked.