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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 ModuleModule:

  • Open the Main MenuMenu:

Click the ☰ icon (top-left) to expand the navigation panel.


  • Navigate to Clients → ActionsActions:

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. SortingSorting:

How: Click on a column header (e.g. UID, Created, Type).


Why: Quickly jump to newest/oldest actions or group by Type/Client.

4. SearchingSearching:

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 FiltersFilters:

Click the Filter button to slide in the filter drawer.

  • Available FiltersFilters:

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 ClearClear:

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 ActionsActions:

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. Next StepsSteps:

  • Review or Update SubtypesSubtypes:

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 ActionsActions:

Use + Add to record client engagements as they happen—then come back to this module for a full audit trail.


  • Combine Search + Filters + SortSort:

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.

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