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4. How to Create an Action

The Actions module is where you log every client interaction—notes, calls, comments, etc.—across all your projects. This guide walks you through each click, field, and next step, so even brand-new users can follow along confidently.

1. Open the Actions Module

  1. Locate the left navigation bar on your screen.

  2. Find the “Actions” icon (it looks like a small calendar with a check-mark).

  3. Click “Actions.”

  4. The main Actions table will load on the right.

2. Understand the Actions Table

At the top you’ll see controls:
Filter (funnel icon)
Search… (text box)

Below is the table header row:

Column What It Shows
Action date When the action occurred (sortable)
UID Unique, auto-incremented ID (ca000001)
Type Category (Note, Call, Comment)
Subtype Secondary category (if enabled)
Client Which client this action is for
Project Which project the client belongs to
Creator Who logged the action
Responsible Who will follow up
Created at When the record was created
Updated at Last edited timestamp
Text The body of your note/comment
Actions Edit ✎ or Delete 🗑️ controls

Tip: Click any column header (e.g. UID or Created at) to sort ascending/descending.

3. Add a New Action

3.1. Open the Add Form:
Click the + Add button in the top-right corner.
A panel slides in from the right titled Add action.

3.2. Fill in the Fields

Field Where to Look What to Enter
Client Top of form, first dropdown Start typing client name; select from the autocomplete list.
Type Directly under Client Choose Note, Call, or Comment.
Subtype Under Type (if your Type has subtypes) Choose the relevant subtype (e.g., “Follow-up” under Call).
Text Large multiline box Enter your note, call summary, or comment details.
Responsible Below Text Begin typing an employee’s name; select from the list.
Action date Above the footer buttons Pick the date/time the interaction actually happened, or leave blank for “no date.”
Project (If shown) Under Responsible Pick the project if you have multiple projects active.

Note:

UID is generated automatically when you click Save.
If Subtype doesn’t appear, your admin must configure Subtypes under Configurations → Actions → Subtypes.

3.3. Save Your Action:
Click the Save button at the bottom.
The panel closes and you’re returned to the table.
Your new action appears at the top (sorted by Created at).

4. Verify & Manage Your New Action

Locate it by its UID or the client’s name via the Search… box.
Filter by Type, Subtype, Responsible, or date using the Filter drawer:

  1. Click the funnel icon.
  2. Tick the fields you want to filter (e.g. “Type = Call” and “Responsible = Alice”).
  3. Click Apply.

Edit: Hover over the row, click the ✎ icon in the Actions column to update any details.
Delete: Click the 🗑️ icon to remove an action (you’ll see a confirmation prompt).

5. Troubleshooting Tips

“Invalid Date”? Make sure you pick a valid Action date or leave it blank—don’t enter text.
No Subtype list? Ask your admin to add Subtypes under Configurations → Actions.
Responsible field empty? Ensure you have at least one Employee created under Employees.

Congratulations! You’ve successfully logged an action. Repeat these steps for each client interaction to build a complete, searchable history of all your work.

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