4. How to Edit an Action
Updating an existing Action lets you correct typos, reassign responsibility, or add missing details. These steps guide you from locating the record through saving your changes.
1. Open the Actions Module
Click Actions in the left-hand menu.
The main Actions table will appear.
2. Locate the Action You Want to Edit
Search by client name, UID, or text in the Search… box.
Or use Filter (funnel icon) to narrow by Type, Creator, Responsible, dates, etc.
3. Click the Edit Icon
In the row for your Action, hover at the far right under Actions and click the ✎ pencil icon.
4. Review & Modify Fields in the Edit action Panel
A side panel titled Edit action slides in. Fields you can update include:
| Field | Can You Edit? | Notes |
|---|---|---|
| Client | No | Read-only—actions stay tied to their original client. |
| Type | No | Fixed once created (Note, Call, Comment). |
| Subtype | Yes | If your Type supports Subtypes, pick one here. |
| Text | Yes | Update the content of your note/comment/call log. |
| Responsible | Yes | Change who’s assigned to follow up on this Action. |
| Action date | Yes | Correct the date/time this interaction occurred. |
Tip: The Created at timestamp is read-only and shows when the action was first logged.
5. Save Your Changes
Click Save at the bottom of the panel.
The panel closes, and the table reloads with your edits.
Check the Updated at column to confirm your changes were recorded.
6. Confirm & Audit
You can re-open the Edit panel at any time to verify.
All edits are tracked in Updated at for auditing.