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Action Types (Remark, Incident, Meeting etc)

Portal & Admin Manuals › CRM › CRM Actions/Remarks · Updated 2026-07-10

To create a new entity, you need to click on the +Create New button located on the top left side of Figure 2. Once you have done this, you will be transferred to the creation page. Follow the path: Dashboard > CRM > Manage Entries > Create (Figure 5). To add participants to be notified about the comment, click on the regards dropdown button and choose an entity type e.g Pupil (Figure 11).

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