Flow Controls

Place a record on hold

Click I want to button > Mark as ‘On hold’. Enter the reason why the record is being put on hold and click Save.

Ensure you update the record’s due dates so it’s not incorrectly listed as overdue.

Release a record from hold

To release a record that is on hold, click I want to > Release from hold.

Mark as ‘No further action’

Records that have progress past the initiate stage but are no longer needed can be marked as ‘No further action’. This will permanently close the record.

To mark a record as ‘No further action’, click I want to > Mark as ‘No further action’.