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