# 3. Clients Actions Module The **Clients Actions** module provides a centralized, read-only view of every action (notes, calls, comments, etc.) logged against your clients—across all projects and desks. It reuses the same columns, sorts, filters, and row-actions you already know from the Clients tab, but consolidates all client actions in one place. ##### 1. Accessing the Clients Actions Module **Open the Main Menu:** Click the ☰ icon (top-left) to expand the navigation panel. **Navigate to Clients → Actions:** Under the **Clients** group, click **Actions**. ##### 2. Module Layout **2.1 Header Controls**

Control	Description
Filter	Opens the right-side drawer to apply granular filters on any column.
Search	Free-text search box that filters rows by matching Creator, Client, or Text fields.
+ Add	(Optional) Opens the “Add Action” form—create a new note/call/comment record for a client.

**2.2 Actions Table** The table columns mirror those in the Client Details tab:

Column	What It Shows
Action date	When the action actually took place (if set).
UID	System-generated unique ID (auto-increment).
Type	Category of action (Note, Call, Comment). Click to open its detail panel.
Subtype	Secondary classification (if configured under Settings → Configurations → Actions).
Client	Client name (link to their profile).
Project	Project or desk context for this action.
Creator	User who logged the action.
Created	Timestamp when this record was first saved.
Updated at	Timestamp of the most recent edit.
Text	Brief description or note content.
Actions	✏️ Edit — open the record for modification

**3. Sorting: How:** Click on a column header (e.g. UID, Created, Type). **Why:** Quickly jump to newest/oldest actions or group by Type/Client. **4. Searching: Scope:** Matches Creator, Client name, and Text. **Behavior:** As you type, the table filters in real time—no need to hit Enter. **5. Filtering: Open Filters:** Click the **Filter** button to slide in the filter drawer. **Available Filters: Created date**: “From → To” picker **Creator**: dropdown of system users **Type**: select one or more action types **Subtype**: select one or more configured sub-categories **Client**: pick specific clients **Project**: filter by project/desk **Action date**: when the event actually occurred **Apply or Clear: Save** applies all chosen criteria and closes the drawer. Remove individual filters by clicking the “×” on their badges above the table, or reopen the drawer to clear all. **6. Row Actions: Edit** (✏️): Opens the familiar “Edit Action” form where you can adjust Client, Type, Subtype, Text, Action Date, and Responsible. **Delete** (🗑️): Prompts **“Are you sure? Cancel | Delete”** to guard against accidental removals. **7. Improved Navigation** To streamline daily workflow, the Clients Actions module supports faster cross-navigation between Actions and Clients. **Open Client in a New Tab** You can open a client profile without losing your position in the Actions list: 1. Hold **Ctrl (Windows/Linux)** or **Cmd (macOS)** 2. Click the **Client name** in the table The client profile will open in a new browser tab. This allows you to: 1. Review client details 2. Edit client information 3. Return to your filtered Actions list instantly **Return to the Actions List** When opening an action or navigating into a client profile, use the **Back to Actions** button to return directly to the previously filtered list. Your: 1. Filters 2. Sorting 3. Page number remain preserved for seamless workflow continuity. **8. Next Steps: Review or Update Subtypes:** If you need more granular action categories, go to **Settings → Configurations → Actions**, switch to the **Subtypes** tab, and add/edit your Subtype definitions (Type, Name, Color). **Log New Actions:** Use **+ Add** to record client engagements as they happen—then come back to this module for a full audit trail. **Combine Search + Filters + Sort:** For powerful cross-project analysis—e.g., find all “Call” actions for “Acme Corp” in the last 30 days, sorted by Action date. With the **Clients Actions** module in place, you gain full visibility and control over every touchpoint with your clients—centralized, sortable, searchable, and filterable exactly like your Clients list.