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
Module:
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. FilteringFiltering:
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. 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.