Actions
1. Actions: Overview
The Actions module in Wifox Business Core Solution centralizes all client‐facing activities—such ...
2. Actions: Use Cases
Use Case #1: “Call” Logging and Outcomes Tracking When a sales rep completes a prospecting call,...
3. Clients Actions Module
The Clients Actions module provides a centralized, read-only view of every action (notes, calls, ...
4. How to Create an Action
The Actions module is where you log every client interaction—notes, calls, comments, etc.—across ...
5. How to Edit an Action
Updating an existing Action lets you correct typos, reassign responsibility, or add missing detai...
6. How to Delete an Action
Deleting an Action permanently removes it from the system. Only do this if the entry was created ...
7. How to Filter the Actions Table
When your Actions table grows large, the Fast Filters panel allows you to narrow down results i...
8. How to Search the Actions Table
The Search bar lets you quickly find individual actions by typing keywords, UIDs, client names,...
9. Configuring Action Subtypes
Subtypes let you further categorize each Action Type (e.g. Note, Call, Comment), enabling finer f...